Steve has been with Baird (formerly Hilliard Lyons) since 2000. Prior to joining Baird, he worked at Mayer & Company as a CPA. His main areas of expertise include financial and retirement planning. His mission is to build lasting client relationships so that each person he serves can achieve their life goals. Steve demonstrates the team’s core values by providing:
- Trusted investment advice consistent with client objectives
- Careful attention to client values and family dynamics
- Professional integrity and ethics
Committed to the Community
Steve is married to Julie. He has three sons and 5 grandchildren, and feels fortunate that they all live locally. He is a member of St. Peter’s Lutheran Church, past member of St. Peter’s Foundation. He has been a member of the investment committee of the Heritage Fund of Bartholomew County. Steve is an avid skier and active in a local motorcycle club.