Steve has over 15 years of experience providing financial planning and investment consultation to individual and institutonal investors as well as consulting on company retirement plans.
Professional Affiliations and Credentials:
- Financial Planning Association, Member
Community Service:
- Creighton University Alumni Association, Board Member
- Creighton Prep Alumni Board, Board Member
- St. Roberts Bellarmine Parish, Parish Council Member
- The Jesuit Partnership Council of Omaha, Board Member
Educational Background:
- MBA, Creighton University, Omaha, NE
- BSBA in Finance and Economics, Creighton University, Omaha, NE
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