Steve has been in the financial services industry since 2002. An advocate for asset allocation and sound financial planning for the future, Steve has always been known to deliver the ‘high touch’ to both existing and future clientele. Steve specialized in the areas of retirement and estate planning as well as providing investment advice.
A native of Wauwatosa, Wisconsin, Steve is a graduate of St. Olaf College where he received dual degrees in Economics (finance concentration) and History. In his free time Steve enjoys playing basketball, fishing and following the Green Bay Packers football team. Steve resides in Eden Prairie, Minnesota with his wife, Joanna and three children; Hannah, Harrison and Harlow.
and advisory representative of Advanced Advisor Group, LLC,
440 Emerson Street N., Suite 4, Cambridge, MN 55008.
Advisory services may be offered through Educators Financial Services,
a Registered Investment Advisor and affiliated company.