Steve’s goal is to provide his clients with peace of mind about their finances. He likes spending time with his clients to help them explore the issues they face and the dreams they have.
Steve focuses on serving individuals and retirees in Minneapolis, MN. Registered within AZ, CA, CO, FL, IL, IA, KS, MA, MI, MN, MT, NY, NC, OH, SC, SD, TN, TX, and WI.
Steve serves his clients by educating them about financial issues and concepts so that they can play an active role in developing and implementing their plans. It is through that knowledge and planning that they can rest easy about their finances and truly focus on other priorities in life.
Focus Areas
• Comprehensive Financial Planning
• Retirement
• Life Insurance
• College Funding
• Investment management
Designations, Education & Involvement
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Registered Employee Benefits Consultant (REBC)
• Bachelor’s Degree in Business and Hospital Administration from Concordia College
Personal Life
Steve has served on the board of the Twin Cities Society of Financial Service Professionals and was its president from 2000-2001. He has also served on many committees and serving groups at his church. Steve enjoys spending time with his family and friends, especially when it involves fishing or biking. Steve and his wife have two grown children, a wonderful daughter-in-law, and two silly, giggly grandchildren.
Address
Minneapolis MN 55426
