Steve helps lead the KPM Wealth Advisors team and provides value through asset management, retirement income planning, and lifestyle preservation solutions.
Practice Emphasis
- Specializes in financial, wealth, & insurance planning
- Uses accounting experience to provide comprehensive solutions
Credentials
- Certified Public Accountant
- Certified Financial Planner®
- Registered Representative
- Investment Advisor Representative
Education
- B.S. degree in Accounting, Missouri State University
- Participates in 40+ hours of CPE annually
Professional Memberships
- American Institute of CPAs
- Missouri Society of CPAs
Licensing
- Series 7 & 66
Community Involvement
- Greene County Estate Planning Council, Member
- Boys & Girls Clubs of Springfield, Former Board Member
- CASA, Former Board Member
Practice Emphasis
•Specializes in financial, wealth, & insurance planning
•Uses accounting experience to provide comprehensive solutions
Credentials
•Certified Public Accountant
•Certified Financial Planner ®
•Registered Representative
•Investment Advisor Representative
Education
•B.S. degree in Accounting, Missouri State University
•Participates in 40+ hours of CPE annually
Professional Memberships
•American Institute of CPAs
•Missouri Society of CPAs
Licensing
•Series 7 & 66