Steve graduated from both Grand Valley State University with a Bachelor’s degree in economics and Washington State University with an MBA (emphasis on international business). He is currently working towards obtaining CFP® certification.

For over a decade, he has worked closely with financial advisors with a focus on the operations and compliance of the business. Throughout this time, Steve noticed a troubling gap—many advisors lacked the moral and ethical integrity he believed should be central to the industry, which often felt dollar-focused and exclusive. He recognized the need for empathy, inclusivity, and kindness, values he felt were missing in financial services.

A pivotal moment for Steve came when he stepped in to help his mother with her financial accounts. Her advisor had neglected her investments for years, leaving her in a challenging situation. When confronted, her advisor acted as though everything was fine and was less than helpful in figuring out what went wrong. Steve advocated for her, securing both remediation and reimbursement for the oversights and neglect of her accounts. This experience motivated Steve to help make meaningful change within the industry and to prioritize trust and doing the right thing in financial advising.

Steve and Laura first collaborated for several years at agrowing financial firm, where they discovered their shared perspectives and values. With a strong commitment to empathy, kindness, humor, and inclusivity, Steve always knew he didn’t fit the traditional finance stereotype. Now, he’s
thrilled to reunite with Laura, bringing his core values to the forefront once again.

Today, Steve is a dedicated husband, proud dog dad, second generation immigrant (Austria), and aspiring world traveler. He is driven by a passion to simplify the complexities of finance and to build an inclusive and welcoming space for all clients.