ABOUT

I stand for what’s right.

I stand for what’s right.

I stand for what’s right.

I believe in encouraging my clients to set goals and imagine different futures.

You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. I believe, when you form human connections, you embrace life. That’s my philosophy.


I am dedicated to serving clients’ needs. I’m independent, which means you’re not alone—I’m here to help you with your goals. And the values I adhere to ensure you’ll always come first.

I believe in encouraging my clients to set goals and imagine different futures.

You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. I believe, when you form human connections, you embrace life. That’s my philosophy.


I am dedicated to serving clients’ needs. I’m independent, which means you’re not alone—I’m here to help you with your goals. And the values I adhere to ensure you’ll always come first.

Meet the CEO and founder.

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


With more than 30 years of experience in financial planning, including 10 years as an adviser in the Lawrence, Kansas offices of the largest Kansas-owned banking institution, Steve holds a variety of insurance and securities designations, including Investment Adviser Representative.


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

CONTACT ME

Meet the CEO and founder.

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


With more than 30 years of experience in financial planning, including 10 years as an adviser in the Lawrence, Kansas offices of the largest Kansas-owned banking institution, Steve holds a variety of insurance and securities designations, including Investment Adviser Representative.


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

CONTACT ME

Meet the CEO and founder.

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


With more than 30 years of experience in financial planning, including 10 years as an adviser in the Lawrence, Kansas offices of the largest Kansas-owned banking institution, Steve holds a variety of insurance and securities designations, including Investment Adviser Representative.


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

CONTACT ME
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