Steven is a Retirement Plan Consultant for Qualified Plan Advisors. In his role, he is responsible for providing his clients with prudent and sound investment advice, fiduciary consultation, plan design, vendor searches and retirement plan liability mitigation. For prospective clients, Steven conducts a thorough analysis of all current expenses, investments and review liabilities that open the company up to potential lawsuits and how to correct those issues.
Steven has been in retirement plan advisory services for over 13 years. Previously, he served as the Senior Advisor Wealth and Investments for FNBO (First National Bank of Omaha) and prior to that as a AVP, Wealth Management Officer for First Midwest Bank/NB&T.
Steven is passionate about what he does because he helps people further understand their retirement options and investments within the retirement plans they participate in so they can retire comfortably. It starts by partnering with business owners to properly align their goals to provide a great retirement plan that benefits not only them but the greatest asset to the company, the individuals they employ. Steven says, “It is my calling in life to make sure the retirement plans I oversee can provide the best possible retirement outcomes for those individuals that participate in them. Doing so ensures those employees that participate, will be able to enjoy a secure retirement.”
Steven received his undergraduate degree in Economics with a minor in Finance from Western Illinois University. He then earned his Masters (MBA) from Robert Morris University in Chicago. Steven holds his Accredited Investment Fiduciary (AIF®) Designation.
Outside of work, Steven loves to spend time outside with family and friends playing sports or fishing. Overall, he loves seeing his two daughters grow up right before his eyes and cherishes every moment he gets to spend with them and his family. He is an avid Chicago sports fan supporting the Cubbies, Bears, Bulls and Blackhawks. He also enjoys golfing, although he just recently took up the sport.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
11013 N. Woodstock Street, PO Box 461
Huntley, IL 60142