Client Services Manager
Prior to joining Midwest Capital Advisors in 2020, Steve spent five years working in compliance for a registered investment advisor firm in Grand Rapids, Michigan. He worked with over 180 investment advisor representatives and assisted advisors in nearly every aspect of their practice. Steve graduated from Grand Valley State University with a BBA in business economics. Additionally, he is currently working toward an MBA at Washington State University and expects to graduate in April of 2021.
In 2016, Steve passed the Series 65 examination, which allows him to be an investment advisor representative and requires him to act in a fiduciary capacity, working with the clients’ best interest in mind.
Outside of work, Steve can be found exploring new experiences and traveling the world with his fiance, Kayla. He is a dual citizen of the United States and Austria. Family is important to him, and he can be found at many family gatherings in Michigan and Austria. He also enjoys playing on a local tennis team.