With over 40 years of financial expertise, Steve is a seasoned financial advisor dedicated to helping families and individuals achieve their financial dreams. Steve earned his degree from the University of Northern Colorado and has built a distinguished career, making complex financial decisions simple and successful for his clients.
Steve’s journey in the financial services industry began with a deep passion for art, which he discovered in high school through pottery and sculpture. This creative passion is reflected in the meticulous and thoughtful approach he takes to financial planning, ensuring every piece fits perfectly into his clients’ financial futures.
As a family man, Steve’s personal experiences greatly influence his professional approach. He cherishes time spent with his wife Michelle their two daughters, and his dog, Cookie. His hobbies include gardening, exploring the outdoors, and cheering for his favorite hockey team, the Colorado Avalanche.
Steve is excited to merge his practice with Koren and Ann at Ascend Planning Partners. This strategic partnership aims to enhance the client experience by combining their extensive expertise and shared commitment to personalized financial planning. Steve’s clients will now benefit from a larger team, offering a broader range of services and deeper knowledge.
Throughout his career, Steve has been committed to a few simple yet profound principles: always be kind, don’t compare yourself to others, and keep moving forward. These principles guide his professional ethos and help him foster long-lasting relationships with his clients.