About our group

Steve is a 35-year veteran of the financial services industry, starting in the business in 1986 as a government bond liaison with Shearson/American Express before becoming a government bond trader in 1988. In 1990, as the firm changed names to Shearson Lehman, he became a municipal bond trader until 1996, where he ultimately became a municipal bond underwriter from 1996 to 1998. Following Shearson’s merger with Smith Barney, Steve transitioned to becoming a financial advisor and has been helping clients in that capacity for the past 23 years and counting.

Steve’s deep breadth of experience at the beginning of his career in the fixed income space provides the group a deep knowledge of all manners of the financial markets. His consultative approach to educating clients on both the fixed income and equity markets has proven to be a tremendous resource when constructing client portfolios.

Steve is a native of Omaha and graduated from Burke High School in 1981. He then attended the University of Nebraska-Lincoln, majoring in Business Administration with a minor in Economics.

Outside of the office, Steve loves all sports, particularly basketball, and spent 13 years as a volunteer boys’ varsity high school basketball coach from 1996-2009, first with Skutt Catholic High School then Westside High School. He has served for many years on the Board of Directors for the Omaha Sports Academy Crusaders AAU basketball program and continues to serve on the board, having assisted hundreds of youth basketball players achieve their dreams of a college scholarship. Steve and his wife Kathy have 3 adult sons - Ross, Steven, and Nick - as well as two yellow Labrador Retrievers.