Steve is a vice president, relationship director and investment specialist at Avantis Investors®.

Before joining Avantis Investors, Steve spent 18 years at Buckingham Strategic Partners (now Focus Partners Advisor Solutions), where he was the managing director and head of advisor relations, served on the executive leadership team, and hosted the “Admired Advisor” podcast from 2020 to 2023.

Before Buckingham, Steve spent nine years at Orion Advisor Services.

Steve earned a bachelor’s degree in finance and banking from the University of Nebraska-Omaha. He holds Series 66, 7 and 24 licenses.

He has authored two industry books.