Our Qualifications

Steve started in the investment advice business in 1998, just after earning his bachelor's degree in finance from the University of Illinois. In 2000 he received the professional designation of Chartered Mutual Fund Counselor from the College for Financial Planning in Denver.

Steve is an Investment Advisor Representative who specializes in designing an investment platform to fit your individual needs and is licensed to provide investment and insurance advice in numerous states.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.