Chief Operations Officer, Partner
While not working, Steve can most likely be found coaching or supporting his kids at one of their athletic events. In fact, it was through youth athletics where Steve and GJ met, and hatched the idea of joining forces at SWMG. So, after running his own firm for 15 years, Steve joined SWMG as a partner in 2018.
An avid fisherman and traveler, Steve has chased various fish species through Central and North America. His favorite destination, though, is northern Manitoba, where he spends ten days each summer recharging his batteries and pursuing trophy lake trout, walleyes and pike. His travel bucket list includes any place he has never been. Fortunately for Steve, his wife, Carrie, CEO of a local bio medical company, is also an avid travel (although she isn’t a fan of fishing).
Raised by teachers, Steve’s favorite part about working at SWMG is helping simplify and demystify financial markets and financial planning concepts for his clients. Helping others achieve their goals is his passion.
Steve and Carrie live in Maple Grove with their two children, Jackson and Kate, and are active members of their community, serving on various non-profit boards and volunteering for as many organizations as possible in their free time.