Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging from boards and commissions to coaching youth sports. He graduated from the University of Wisconsin in 1977 with a degree in Economics and Psychology and is a Chartered Financial Consultant® (PACE). Steve holds Series 7, 24 & 63 registrations with FINRA. He has lived in AZ since 1981. He and his wife have two boys.