As a CERTIFIED FINANCIAL PLANNER™ professional since 1985, Steve focuses on wealth management and individual retirement planning. During his financial services career, he has built a reputation for integrity, honesty, and has become a respected leader among his peers.
Steve continually works to promote high moral and ethical standards in business. He has been a member of the Financial Planning Association since 1987, and served as President for their Missouri/Southern Illinois Chapter in 1996 and 1997. Steve is a member of the Greater North County Chamber of Commerce. Steve also serves as Post Adjutant for his VFW Post 3944, where he has been a member since 2009.
Steve is listed in the Registry of CFP® Licensed Practitioners, the Practitioner Division of the International Association for Financial Planning and as a subject of biographical record in Who's Who in Finance and Industry.
Steve has been awarded the DALBAR Financial Professional Seal, a national award that recognizes financial professionals who have achieved overall excellence in the areas of client trust, financial results, quality of advice and satisfaction. The DALBAR Program measures clients' actual experiences with their financial professional. Professionals who earn the DALBAR Seal have exceeded national benchmarks in areas of trust, satisfaction, quality of advice and financial results. To qualify for the Seal, recipients also must meet standards of experience and maintain a clear regulatory record, as agreed to by the Securities and Exchange Commission.*
Steve has been honored by St. Louis Magazine as a FIVE STAR: Best in Client Satisfaction Wealth Manager for each year from 2009-2016. This listing includes only an elite group, representing less than 4% of the wealth managers in the St. Louis area. To view information on the criteria for being selected for this honor click on the link below.
Steve's educational background includes a Bachelor of Arts Degree from the University of Missouri, which he attended on a scholastic scholarship.
After college, Steve served in the United States Army as an Army Captain and helicopter pilot, stateside and abroad. Steve's military experience sharpened his work ethic, discipline and determination. His leadership and ability to make astute decisions under pressure served him well during his six years in the Army and continue to serve his clients well.
Steve is very committed to his clients and to his community. Much of his time is spent reading and researching the markets and economic news. Steve also regularly gives his time and opens his office conference room doors to host events within his community and home town of Florissant.
Outside of the office, Steve enjoys running, traveling and outdoor activities. He is a certified scuba diver and utilizes this certification through travel when possible. Steve is married and a proud father of two children.
*Third-party rankings and recognition from rating services are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation. Generally, ratings and recognition are based on information prepared and submitted by the adviser.