Steve approaches a client’s planning and investing needs with the heart of a teacher. He enjoys helping his client’s build a sense of confidence and understanding of how to best plan for their financial goals through the years. He began his career as a Financial Advisor in 2003 after completing a Master of Business Administration (M.B.A.) - Finance at the University of Central Missouri.
Steve has continued to build his knowledge of the various factors that go into a successful financial plan by completing the studying and testing for the designation of Chartered Retirement Planning CounselorSM through the College for Financial Planning. This designation requires him to meet ongoing continuing education and holds him to rigorous ethical standards.
Steve and his wife, Krista, have two children Mason (11) and Mazy (8) and chose to live on Lake Lotawana 12 years ago. The happy family loves to spend time together on the lake enjoying time with friends, various water sports, fishing, or just an evening cruise. Krista is a 4th grade teacher at Westview Elementary in Lee’s Summit. Steve also enjoys racquetball, lifting weights, and golf. Steve is a leader for Bible Study Fellowship in Lee’s Summit and a member of the Lake Lotawana Optimist Club and the Lotawana Ski Club.