Leveraging over 35 years of experience, Steve helps his clients identify their financial goals and develop the appropriate strategies to reach them. “I consider it a true honor to serve as a trusted advisor in my clients’ lives.”
An avid reader, Steve cites Simple Wealth Inevitable Wealth by Nick Murray as one of his favorite books. “It is a must-read for anyone preparing for retirement.”
Steve resides in Ankeny with his wife of over 35 years, Diane. In addition to books, Steve enjoys pancakes, serving them to Hoover High School students on Fridays and eating them with his granddaughter on Saturdays. Above all else, Steve loves spending time with his grandchildren, especially taking them boating on the Lake of the Ozarks.
- Guide Financial Group, Founding Partner
- Certified Financial Planner™
- Series 7 & 66
- Life & Health Insurance License
- Registered Representative and Investment Advisor Representative of Cetera Advisor NEtworks LLC