About Steve
Steve has a passion for empowering others through financial knowledge. Using a client-centered approach, he takes the time to meet his clients where they are in life, understanding their unique needs and concerns, whether they are planning for retirement or facing other financial decisions. Additionally, Steve’s understanding of Social Security matters has made him an invaluable resource for clients, and he serves as Focus Partners Wealth’s Social Security subject matter resource.
A resident of St. Louis, Steve is an avid music lover who enjoys volunteering, photography, and spending as much time with his wife and son as possible.
Education and Professional Milestones
- University of Michigan
- Co-authored the chapters on Social Security and Health Savings Accounts in the acclaimed book “"Your Complete Guide to a Successful and Secure Retirement," by Larry Swedroe and Kevin Grogan.
Steve has a passion for empowering others through financial knowledge. Using a client-centered approach, he takes the time to meet his clients where they are in life, understanding their unique needs and concerns, whether they are planning for retirement or facing other financial decisions. Additionally, Steve’s understanding of Social Security matters has made him an invaluable resource for clients, and he serves as Focus Partners Wealth’s Social Security subject matter resource.
A resident of St. Louis, Steve is an avid music lover who enjoys volunteering, photography, and spending as much time with his wife and son as possible.
Education and Professional Milestones
- University of Michigan
- Co-authored the chapters on Social Security and Health Savings Accounts in the acclaimed book “"Your Complete Guide to a Successful and Secure Retirement," by Larry Swedroe and Kevin Grogan.