Steve earned his Bachelor of Arts from Saint Meinrad College and has been with Baird since 1982. With over 4 decades of experience in the business, Steve currently holds his Series 7, 63, and 65 licenses, Insurance and Long-Term Care Insurance licenses, and is an Accredited Investment Fiduciary designee. He has also completed the Securities Industry Institute course of study at The Wharton School of The University of Pennsylvania and has attained the Hilliard Lyons Chartered Wealth Advisor certification.
Steve has lived in Evansville most of his life and has been married to his wife, Lisa, for more than 45 years. They have three sons: Stephen, Ryan and Eric. Steve and Lisa also have a Golden Retriever named Cashel (Cash). Steve enjoys bicycle riding, reading, motorsports, and spending time with his four grandchildren.
Holders of a Accredited Investment Fiduciary (AIF) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.