J.D., CFP®, AIF®
J.D., CFP®, AIF®
A lawyer in his past life, Steven took the plunge into the financial world when he joined Plancorp in 2011. His past experience in private law practice, as well as a stint on Capitol Hill, instilled in him a desire to work proactively with clients and educate them through every step of the planning process.
As an attorney, Steven practiced in the areas of Business and Trust and Estate law. During his time on Capitol Hill, Steven worked in both the U.S. Senate and House of Representatives. Desiring a role that allowed him to work more personally and proactively with clients, Steven made the move to Plancorp.
Outside of Plancorp, Steven stays busy with his wife, Molly, and their two sons, Grady and Ernie. He also stays active playing in various soccer leagues and enjoys cooking, skiing, and traveling.
Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?
Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.