Retirement Plan Consultant
Steve is a Retirement Plan Consultant with SageView Advisory Group, based out of Minneapolis, Minnesota. He specializes in working with smaller-size, emerging growth companies. He acts as their trusted advisor in helping them to select and design the most appropriate retirement plan for their company. Steve loves working with his clients and building long-term relationships with them.
Steve started working in the retirement plan industry way back in 1993 (when the Dow Jones Industrial Average was at 3654 and the average cost of a new house was $113,000). He joined Channel Financial in 2011 after working for 17 years at Foster Klima & Co. Before joining SageView, Steve was a Retirement Plan Consultant with Channel Financial.
Steve is a life-long Minnesotan and values spending quality time with his wife and two sons. Steve and his wife enjoy activities such as cooking, biking, and other outdoor sports. They are all big sports fans (especially college football) and enjoy watching Minnesota Gopher football games. As a family, they also love visiting the North Shore area every summer.