MBA®, MBSA®, CFP®
Chief Innovation Officer
Steve joined the IAA team in November 2018. His primary responsibilities include managing financial plans, acquisitions, insurance sales, and overseeing the entire Strategic Solutions team.
Steve is a passionate advocate and change agent for Financial Planning and believes it is a critical element to help people make better life decisions and enjoy more confident financial futures. He has more than 18 years of experience in all aspects of offering and supporting Financial Planning, including working directly with clients, teaching CFP® classes, overseeing a planning support desk, as well creating, integrating, and successfully rolling out financial planning software and platforms at the largest independent broker dealer in the US. He brings his well-informed perspective on the opportunity for advisor-driven Financial Planning to Independent Advisor Alliance (IAA) and is looking forward to disrupting the status quo and empowering top financial advisors with the education, tools and resources needed to help clients in an ever-changing world.
Prior to joining IAA, Steve spent the last 12 years at LPL Financial in various roles and departments including Financial Planning, Business Consulting, Retirement Partners, and Product Management. He is a sought-out lecturer and spoke at 29 events across the country in one year.
As a lifelong student, Steve has earned a BS in Psychology, a Graduate Certificate in Human Resource Management, an MBA, a Graduate Certificate in Personal Financial Planning, and an MBSA: Financial and Tax Planning. He also holds a SCUBA diver certification and marriage, pilot, and life insurance licenses. Originally from Wisconsin, Steve resides in Fort Mill, SC with his wife of 21 years and their two children, Steven and Benny.