Stephen has over 37 years of experience in the financial planning field. He started his career in July 1980 in Minneapolis, Minnesota. In 1984 he relocated to the Milwaukee, Wisconsin area as a Division Manager to open and develop the first office in the state. He has served the company in several different roles. Today his focus is his passion for working with individuals, families and business to develop financial plans to pursue their needs and goals.
Steve looks forward to account reviews, workshops and client appreciation events to stay connected to his clients. He is dedicated to learning about your goals and together working toward building a financial plan focused on pursuing those goals.
Steve has led workshops and seminars for the Milwaukee Area Technical College, Waukesha county Technical College, and other area schools. He is a current Waukesha County Business Alliance member and is an active member at his church serving on several committees.
Outside the office, Steve enjoys building furniture in his woodworking shop, playing softball and basketball as well as coaching baseball and basketball. He lives in Brookfield,Wisconsin with his wife Coleen; they have four adult children and six grandchildren.
Waddell & Reed is not affiliated with any other entities referenced herein.