Steve has been providing financial education to people of all ages all along the Front Range. His financial seminars have been attended by thousands of people. He has taught workshops on long-term care, financial planning, debt management, IRA distribution strategies, Veterans benefits and Social Security planning. Steve enjoys the thrill of public speaking and is available to speak at your church or company event.
He started his career on the insurance side in 1997 working in the long-term care insurance field. In 1999, he passed his series 6 & 63 exams and moved to estate and income planning.
Steve realized that in order to have the freedom and independence to find financial solutions that best fit his clients’ unique needs, he needed to change his licensing structure. He soon passed the series 65 exam and became an Investment Advisor Representative of Journey Investments, LLC, a registered RIA firm that he founded in 2008. Now he builds a client’s financial plan based on their needs and goals.
Steve’s understanding of the insurance and investment industry enables him to provide clients with the best information possible while adding a service standard that goes above and beyond the norm. His goal is help people maximize all sources of income from Social Security to pension distributions while incorporating tax-saving strategies into every plan.
- Investment Advisor Representative
- State insurance licensed for life & health
- Ed Slott’s IRA workshop graduate