Steven, a CERTIFIED FINANCIAL PLANNER™, prides himself on building deep levels of trust with his clients. This provides clients peace of mind from knowing they can focus on what’s important to them while knowing someone is looking out for what’s in their best interest at all times.
Steven graduated with a Master of Accounting from the University of Kansas after earning a B.S. degree in Business Accounting from the same school.
After spending nearly 10 years in St. Louis post-graduation, Steven relocated to his hometown of Kansas City in 2020 and will be based out of the firm’s office in Mission Woods, Kansas later this year. Steven continues to serve clients in 20+ states across the U.S.
Steven lives in Leawood, Kansas with his wife and two sons. Outside of Moneta, Steven is an avid golfer and snow skier.
- CERTIFIED FINANCIAL PLANNER™
- Masters of Accounting, University of Kansas