Steve brings more than 25 years of engineering-related experience to e3 wealth. He has facilitated critical product, organizational, and process re-engineering initiatives that contributed to the bottom-line improvement of several Fortune 500, publicly held, and private manufacturing and energy corporations.
Utilizing the same experience he applied to exceed his former employers’ goals and objectives, Steve applies his high attention-to-detail and “big-picture” visualization to engineer portfolios for his clients –portfolios designed to achieve his clients’ unique financial, risk management, tax-reduction and wealth-transfer goals and objectives. Steve’s logical, process-driven mindset dovetails perfectly with
e3’s ‘Advance and Protect’ philosophy.
He is securities licensed (Series 7 and 66) and licensed for both health and life insurance.
Steve is a graduate of Washington University in St. Louis and the University of Cincinnati. He currently resides in Kirkwood Missouri with his family.