Steven joined the AXIUS Financial team in 2016 as a Senior Investment Analyst and has already grown in the company to a Senior Manager. He has been involved in the financial industry since 1982, with over 35 years of experience. As a Senior Manager, Steven works with the Investment Committee to design Client Portfolios. In addition, he performs construction analysis, attribution analysis, investment research, handles all trade executions, meets with clients and writes the morning research call.
Steven graduated from Maryville with a degree in Marketing and Business Management. While at school he discovered his passion for the financial industry. He has continued his education and has attained FINRA Series 3, 4, 7, 15, 16, 63 and 66 licenses to best care for his clients, as well as CFA level 2 cadidate.
“I love working with a smaller company where everyone helps each other out. It’s truly a team effort and a great group of people. The AXIUS team is a fun group and I feel honored to work with this talented team.”
When not at the office, you can find Steven in the great outdoors. He loves all things nature, and has a rather unique hobby, flint knapping. Flint knapping is arrowhead construction, the old fashion way. He enjoys natural science, physics and history, so you will often find him reading a book on those subjects or watching the latest documentary. Steven had two daughters and a dog, so you can say he has his hands full. He also has an identical twin brother who is also a financial advisor in Omaha.