Steve works closely with the planning team to facilitate goal documentation, fact-finding, implementation and maintenance. He especially enjoys working with business owners and professionals to help them simplify their life and work towards their goals. Steve uses a broad knowledge of investments and taxation to support this process. He particularly values the holistic planning approach, effectively collaborating and coordinating with attorneys and accountants to ensure planning synergy from all viewpoints. His acts as a facilitator, strategically bringing together and directing appropriate resources as necessary in order to effectively execute the underlying plan for the client.
Steve joined the firm in 2021. Prior to this, he spent more than 15 years developing his broad financial services skillset with two other leading companies. Steve holds a business degree from the University of Nebraska at Omaha.
When not in the office, Steve enjoys spending time and traveling with his wife Ryann and their children, Grant, Zach, Owen, and Lainey. He is also involved in community service with several Omaha area charitable organizations.