Steve is a Wealth Advisor and the Co-Chief Investment Officer for Avior Wealth Management.
He enjoys helping individuals, families, and business owners implement thoughtful strategies around their wealth, so they can spend more time focusing on what is important to them. Being within the third generation of entrepreneurs, Steve understands the financial and interpersonal complexities throughout multigenerational planning. He utilizes his knowledge, experience, and professional network to help develop a game plan that works with the family’s financial and personal goals.
Steve grew up in Sacramento, CA and throughout high school worked as a concrete laborer in his family’s local business. He went on to graduate from Creighton University in 2014 with a Bachelor’s of Science in Business Administration and began his career with Avior. He has served in many roles during his tenure including as a Financial Planning Specialist and the Manager of the trading department. He is a Chartered Financial Analyst® Charter holder and a CERTIFIED FINANCIAL PLANNER™ practitioner.
Outside of Avior, Steve will find any excuse to be active and outside. He tries to make it back to his hometown several times throughout the year to visit family and spend time with his nieces and nephews. He enjoys volunteering and currently sits on the United Way of the Midlands Emerging Leaders board and Financial Beginnings Nebraska. Although “retired” from the sport, Steve tries to catch the occasional rugby game when it’s on TV.