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Steve is a Director with First National Bank’s Wealth Management group. He joined the Bank in 2008 and specializes in providing customized banking solutions to high net worth individuals, families, privately-held business owners and other professionals. More broadly, Steve builds long-term relationships with clients and takes a holistic approach to help them achieve their financial goals.
Steve has more than 25 years of banking experience with the last 20 years specialized in Wealth Management. He has particular expertise in providing customized banking solutions to medical professionals and their practices. Steve earned his Bachelor of Science in Business Administration with an emphasis in Finance from the University of South Dakota.
Steve is always spending quality time with his family and is motivated to be the best role model he can be for his two children. He has a love for the outdoors and strives to accomplish things he never thought he would be able to do. He enjoys completing various home improvement projects and keeping fit by working out, golfing and running the occasional marathon. Steve aspires to one day complete an Ironman Triathlon.
Steve is active in the community, currently serving as a board member of the Greater Omaha Division of the American Heart Association. He also is an active Habitat for Humanity volunteer and past board member and treasurer of St. Mary’s Church.
I am dedicated to helping my clients meet their overall wealth management objectives.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha