Steve is an experienced investment advisor, focusing his practice on business leaders. He has earned 3 prestigious designations: Certified Financial Planner™, Accredited Wealth Management Advisor™ and Accredited Investment Fiduciary®. He is a four time recipient of the Indianapolis Area Five Star Wealth Manager Award.
Steve’s designation as Accredited Investment Fiduciary® means that he has undergone a rigorous education program and that he is subject to annual continuing education requirements. His knowledge of fiduciary issues, together with his extensive experience working with Qualified Retirement Plans, make Steve a particularly effective advisor to Qualified Retirement Plans, as well as their trustees, plan sponsors and participants.