As Director of Training, Steve provides training resources and direction to our partners to help enhance operational efficiencies. He prides himself in providing extraordinary customer service and always goes above and beyond to help our clients pursue their goals.
Prior to joining Carson Wealth, Steve spent over 14 years working for two major broker-dealers in the financial services industry. He brings diverse experience to the table with previous roles in operations, customer service, compliance, supervision, technology, training and leadership development. Steve received his Bachelor’s degree in Finance and Banking from the University of Nebraska at Omaha.
When he’s not at work, Steve enjoys spending time with his wife, Lisa, daughter, Alli, and son, Jonas. He also tries to spend as much time as possible at the golf course or local fishing hole. Steve is an avid sports fan with strong allegiances to the Nebraska Cornhuskers, Chicago Bears and New York Mets.