Steve is a LPL Financial Advisor with LifeGoals Strategies Group. People work with Steve because of the depth of his 41 years of experience and forthright drive to find solutions to client’s most pressing challenges. He does this by asking relevant and compelling questions listening carefully to his client’s answers. As a result, people have the confidence of having a knowledgeable, skilled, partner that earns their loyalty by helping them pursue their quality of life goals.
Steve received a bachelor’s degree from the University of Missouri-Kansas City in May 1980. He began his career with Waddell & Reed in Kansas City October 1981 and was quickly promoted into various positions including: District Manager, Division Manager, Regional Specialist of Investment Analysis & Financial Planning and Regional Consultant of Planning and Practice Development. 2021 Steve transitioned to LPL Financial the nation’s largest independent broker dealer*.
On his off time Steve enjoys spending time with his family, wood working, writing a cook book, fly fishing and playing blues harmonica.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.