Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been serving clients since 1982. Steve studied at Sydney Technical Institute in Sydney, Australia and began his financial planning career with Financial Planning Resources, Inc. and Dreyer Financial Group in Tulsa, Oklahoma. He formed his own company, ComPlan Financial Services, Inc. in 1985. Steve gained his CERTIFIED FINANCIAL PLANNER™ practitioner designation in 1987 and blended his practice, as a founding member, into Union Financial Advisors, Inc. in 2000. He continues today as a managing member of Union Financial Advisors, LLC.
Steve believes that his life mission is to help bring more order to the lives of others through careful planning. Steve is found to be a good listener and is able to sift through market and life complexities to draw out essential information to help others create an effective path for the future. Steve hopes his skills and knowledge help guide his clients and family safely through today’s challenges and presents them empowered for the future.
Outside of the office Steve enjoys spending time with family and friends; often boating, swimming, bike riding and driving fast at Hallett Motor Speedway. Steve likes to travel and has a sand collection from beaches from all over the world. Steve enjoys music and sings and plays the piano and guitar. Steve has an extensive library and enjoys reading about geography, history and world religions. He enjoys art and photography and has decorated his office and home with some of his favorites. Steve has been active in the community through church leadership, Kiwanis Club, United Way Review Committee and Signature Symphony Chorale.