Steve received a bachelor’s degree from the University of Missouri-Kansas City. He began his career as an Advisor with Waddell & Reed October 1981 and has held various positions including: District Manager, Managing Principal, Regional Specialist of Financial Planning and Regional Consultant of Planning and Practice Development.
How Can He Help Me?
Steve's straight forward "ASA" process, Analysis Strategies & Actions, helps determine what reasonable rate of return is needed to aim for while managing Risk. The benefit of this approach is designed to help clients grow & manage their investment assets with the goal of also helping lower the risk profile.
The focus of "ASA" is to analyze client goals to help determine how much money a client may need to accumulate & preserve with the objective to make the money last as long as they do even with market volatility.
What If Something Bad Happens?
In the analysis portion of the process, Steve is able to factor in negative pivotal variables such as market corrections, discounted Social Security benefits, death, or elder medical events to provide potential forward looking scenarios that may negatively affect a client's ability to retire securely. Understanding these potential impacts can allow a client to create Strategies to help lower the potential impact of these types of events if they should occur.
When Steve is not analyzing the financial world he is active in his church and various charities. Steve also enjoys wood working, fly fishing, writing cookbooks and playing blues harp.
Waddell & Reed is not affiliated with any other entities referenced. 03/20