Steven attended the University of Minnesota and graduated with a Bachelor of Science in Accounting. After passing the CPA exam, he practiced in public accounting doing audit and tax work. This background and experience prepared him well for starting a career as a Financial Advisor, which he began in 1993.
With over 20 years of experience guiding people into and through the retirement stage of their lives he has specialized in retirement income planning. Steven believes that all roads lead to income and will work hard to help maximize tax-efficient income for his clients. He has also developed an expertise in estate planning- working together with his client's accountants and attorneys.
Steven will work hard as your advocate with the goal to fulfill your investment objectives through his financial knowledge, customer service, and advice.
In his spare time, Steven enjoys fishing, hiking, hunting, travel, music, and history. He and his wife Sandra both enjoy spending time with their five adult children and their grandchildren.