As co-founder and partner of Wealth Advisory Solutions (WAS) with more than three decades in the industry, Steve works with the advisor partners of WAS through their transition and beyond. Steve’s focus is ensuring advisors are getting the service and support they need from the WAS team members and strategic vendors. Steve is always looking for additional solutions from technology to succession planning that will enhance an advisor’s practice.
Steve graduated from Purdue University with a Bachelor’s of Science degree in Financial Planning. Steve holds the QPA (Qualified Plan Administrator) and QKA (Qualified 401(k) Administrator) designations through ASPPA (American Society of Pension Professionals & Actuaries) and is a member of NAACI (National Association of Actuaries & Consultants, Inc.), an exclusive 35 member group consisting of pension TPA business owners and ERISA attorneys.
Steve lives in West Lafayette, IN, with his wife Marla and three sons, Tommy, Sammy, and Riley.