Our Qualifications

Steve is a 1981 graduate of the Kansas University School of Business. He worked in the banking industry for 8 years after graduating from KU and then entered into the financial services industry in 1989.

With over 25 years of experience in financial planning (including 10 years as an advisor in the Lawrence, Kansas offices of the largest Kansas owned banking institution), Steve holds a variety of insurance and securities designations including Investment Advisor Representative.

With over 1000 clients Steve has earned the trust of many of your neighbors.