Steven has more than 20 years of investment industry experience and joined Stifel in 2019.  Prior to joining Stifel, he worked at various other wealth management firms and served as Regional Sales Manager at Monsanto Agricultural Company.  While working at Monsanto, he was responsible for dealing with large family business and got the love of helping clients with economics and passing business to the next generation.  From there, he went to pursue his passion of helping small business owners. 

Steven holds Series 7, 9 & 10, 24, 31, 63, and 65 securities licenses, as well as life and health insurance licenses.  He earned a B.S. in Agricultural Business from Montana State University.  He grew up on ranches in Alberta, Canada, as well as Montana.  He is married with four children and two grandchildren.