Principal & Managing Director
Steve has more than 30 years of securities industry experience and is responsible for new business development and helping clients achieve their investment goals using diversification and asset allocation techniques. Steve manages the IMS branch in Rathdrum, Idaho.
Prior to joining IMS, Steve spent 23 years in the brokerage and advisor industry working with clients and their investments. Steve earned his Bachelor of Science degree in Business Management from Whitworth College.
Fun fact: Steve and his wife, Sharon, own a small gym in North Idaho and love working out and teaching a few workout classes. (After working out, they are known to ruin the whole workout by eating chips and salsa while watching TV!)
The tax deadline has extended from April 15, 2021 to May 17, 2021, and with it comes an extension for making contributions to your Individual...
Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life's heard-earned savings. Whatever you call it [financial...
What does babysitting my money and my children have in common? When the kids were little and I hired someone to babysit our three girls, I expected...
Schedule a Free Consultation
Once we understand the combination of You + Your Money,
we'll tailor a plan to meet your needs.