As a CERTIFIED FINANCIAL PLANNER™ professional, Steve combines over 25 years of experience along with his technical expertise and communication skills to solve comprehensive planning issues. He understands that a successful plan relies on implementation, ongoing monitoring, and fine tuning. Through his exceptional client service team and the expertise of Wealth Enhancement Group, he is able to help ensure that his clients’ values become reality. Steve is a 10-year winner (2017-2021, 2023) of the “FIVE STAR Wealth Manager” award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* He has a bachelor’s degree in Business from the University of Minnesota, Carlson School of Management. He likes to spend time with his wife Carri, daughters Alexa and Mariah, dogs Harley and Stitch, doing fun things including traveling, dining out, entertaining, boating, and fishing.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.