Team Member Details
About Me
Originally from Cincinnati, Steve joined Plancorp’s corporate retirement planning team in 2025 as the Participant Services Advisor.
Before his time at Plancorp, Steve served in several different roles in the financial industry. He worked as a client service associate at Stifel, a financial advisor at Wells Fargo, and a financial consultant at TIAA.
Steve is excited to bring his experience and passion for helping people on their journey to retirement to Plancorp’s clients. He strives to deliver excellent service as he educates and empowers retirement plan participants throughout their financial journey.
In his free time, he enjoys cooking and spending time with his family, while giving unwavering support to his hometown teams: the Reds, the Bengals, and the Buckeyes.
Education
- BA Communication Technology, Minor in Business and Economics - The Ohio State University
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Recommended Resources
- Maximizing Your Post-IPO Equity: Tax Strategies, Diversification, and Financial Planning
- 6 Costly Roth Conversion Mistakes to Avoid
- Beyond AGI & MAGI: Multi-Year Tax Planning for High Earners
- The 8 Essential Elements of a Complete Financial Plan: A Guide to the Financial Planning Process for High-Net-Worth Individuals
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