Steve is a Financial Representative with Guardian, a New York-based insurance company with a dual emphasis in insurance and investments. Steve’s focus is financial objectives with a niche market in retirement strategies, insurance and wealth building. He believes firmly in catering his services to the individual needs of each client whether that be an organization or an individual.
Steve entered the financial services industry at the age of twenty-three, owning a Chicago based firm which designed client acquisition strategies for banks. He later became securities licensed, joining Tagge-Rutherford Financial Group as a Financial Professional.
In 2009, he partnered with Ron Carson of Carson Wealth -one of the nation's largest RIA firms, where he pursued a joint business venture developing marketing & client acquisition strategies for Advisors. And, most recently he served as a Retirement Financial Professional with The Olson Group, to group retirement plans within healthcare.
Steve serves as a Nebraska Delegate for the American Retirement Association, where he advocates in Washington on behalf of the retirement plan industry, as well as the constituents it serves.
Steve currently holds three insurance licenses and three securities licenses. He is licensed to service clients in Nebraska, Iowa, Missouri, Kansas and Ohio.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 9401 INDIAN CREEK PARKWAY, SUITE 670, OVERLAND PARK KS, 66210, 913-3451030. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Guardian Kansas City is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.