Steve is a CERTIFIED FINANCIAL PLANNER™ responsible for coordinating the financial affairs of families and businesses in several states throughout the nation. In his approach to assisting clients, Steve prefers to keep a comprehensive perspective in mind. You will often hear him say, "It's somewhat like putting a dynamic jigsaw puzzle together, and the most important part is that we very clearly understand what the picture on the box for your puzzle looks like." Through his work, Steve is able to collaborate with his clients and our team at Cozad to address financial planning, retirement planning, estate planning, tax planning and other tailored planning needs. Additionally, Steve is experienced with coordinating the execution of his clients' portfolios including investment management and ongoing monitoring. Steve enjoys working with clients who are driven, appreciate establishing and achieving meaningful goals and are enjoyable people to share time with.

He started with Cozad in December 2010 after serving as a financial advisor for over 2 years and a nuclear engineer as a submarine officer in the US Navy for over 6 years. He is a Registered Representative of M Holdings Securities, Inc.

Steve has a Bachelor's in Mechanical Engineering from the University of Illinois, holds securities registrations and is licensed as a life and health insurance producer.

Steve has served as Chairman of the Board of Directors for the Champaign-Urbana Schools Foundation; a Board member of the Champaign West Rotary Club; and is a member of the Eastern Illinois Estate Planning Council.

Steve and his wife Kari have a son, Keith and a daughter, Brooke. In his spare time, he enjoys tennis, golf, exercise and spending time with family.