Team Member Details

About Me

Since joining Plancorp in 2011, Steven has built a reputation as a trusted problem solver—someone who can take in the full picture of a client’s financial life and transform it into a clear, actionable plan.  

He excels at navigating complexity, whether that means developing strategies for multi-generational wealth, managing intricate estate plans, or working with business owners through major transitions. His calm, thoughtful approach helps clients feel grounded, even when the stakes are high or the situation is particularly nuanced. 

What sets Steven apart is his ability to blend analytical precision with genuine empathy. He’s not only comfortable working at scale with high-net-worth families—he’s also deeply committed to the people behind the numbers.  

Steven believes that financial planning is as much about understanding human goals and values as it is about managing assets. He’s skilled at facilitating family conversations, helping clients navigate transitions, and building plans that reflect not just wealth, but what that wealth is meant to accomplish. Clients know he genuinely cares about them—and that trust becomes the foundation of the relationship. 

Prior to his work at Plancorp, Steven worked as an attorney and spent time on Capitol Hill. Those experiences sharpened his critical thinking and expanded his perspective, particularly in the areas of estate law, regulation, and governance. While his true passion lies in working directly with clients, that background still informs his approach—especially when tackling complex or sensitive planning challenges. 

Outside of work, Steven enjoys spending time with his wife, Molly, and their two sons, Grady and Ernie. He stays active playing soccer, skiing, cooking, and traveling. 

Education

  • George Washington University, BA in Political Science, 2004
  • Washington University in St. Louis School of Law, Juris Doctor (J.D.), 2009

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