Steve is a Wealth Advisor for Avior Wealth Management.
Steve has a broad financial services background that spans over 20 years in the industry and has earned his Accredited Investment Fiduciary designation. Prior to joining Avior, he created financial plans and provided investment advice to private clients and helped business owners establish company retirement plans at Lutz Financial in Omaha. He is a former Vice President at First National Investment Bank, and a former Assistant Vice President of Business Development at First National Merchant Solutions.
Steve earned his MBA from Creighton University, where he also completed his undergraduate studies in Finance and Economics.
Steve is a Board Member on the Metropolitan Utility District Board, Creighton Prep High School Alumni Board, and Community Health Charities State Board. He also volunteers with Boy Scouts of America, serves on the Catholic Charities Behavioral Health Advisory Committee and the Offutt AFB Advisory Council.