Senior Client Advisor
Medford, OR / Portland, OR/
As Senior Client Advisor, Steve is passionate about creating investment and wealth planning strategies to help clients achieve what is most important in their lives. Over the years, Steve has developed a deep understanding of the financial issues facing Kiewit shareholders, successful families and business owners, and he works closely with clients to apply this knowledge to ensure they make smart decisions about their money.
Steve is a committed family man. When he’s not at the office, you can find him at one of his kids’ sporting events, coaching, and enjoying the bounties of the Pacific Northwest with his wife, Molly, their two kids, and four-legged friends. Steve believes it is important to give back to his community and volunteers for organizations that have had a positive impact on his life and those close to him.
Steve earned his degree in Business Administration with a concentration in Finance from Oregon State University. Before coming to ASI in 2006, he spent eight years in various roles within the Retirement Plans Division of StanCorp Financial Group (“The Standard”). While at The Standard, Steve was awarded the Retirement Plans Associate (RPA) designation by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.
Steve is a member of ASI’s investment committee and is a trusted advisor to many of our retirement plan clients. He holds the Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning, and maintains his Series 65 and Series 63 licenses.
He looks forward to becoming a much better fly fisherman.