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. Steve and wife of 37 years enjoy hiking, scuba diving and snoe showing. 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 & 79 registrations with FINRA. He has lived in AZ since 1981. He and his wife have two sons.