Steve is a Financial Advisor who has obtained his CERTIFIED FINANCIAL PLANNER™ Practitioner designation and has operated a financial services practice since 1998. As a trusted advisor, Steve works to guide his clients through the many obstacles and challenges as they seek to achieve personal financial independence. Steve obtained his Bachelor of Arts in Business Administration from Cedarville University in 1997. Steve has satisfied education, examination, experience, and ethics requirements for CFP® certification. He is also a board member of the Financial Planning Association of Iowa.

Choosing the right financial advisor may be one of the most important decisions you make for yourself and your loved ones. Our complimentary, no obligation introductory consultation helps evaluate what you should be considering when choosing a financial professional.

Steve lives in Urbandale with his wife Holly and their sons, Carson and Collin. He is very active in his community and his church. He is an avid runner and enjoys competing in many local road races and triathlons. Steve is a registered representative and investment advisor representative of Cetera Wealth Services LLC. 

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CFP®, CERTIFIED FINANCIAL PLANNER™, are certification marks owned in the U.S. by Certified Financial Planner Board of Standards Inc., which can help you identify financial professionals committed to competency and ethical behavior when providing financial services. Individuals certified by CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.

Specialties: 
Financial Planning, Protection Planning and Investment Management