Steve began his career in 1980 at Ameriprise Financial Services (then known as IDS Financial Services). He grew up in St. Louis Park and Robbinsdale, Minnesota, and attended the University of Wisconsin, Madison. He founded an independent firm in 1989 which merged into Affiance Financial, LLC in 2000.

Steve works with individuals and small businesses in the areas of financial and business planning, investment planning, risk management, estate / legacy planning and charitable planning. Steve helps his clients organize their finances and estates so that they can concentrate their time and energy on family, work, philanthropy, and leisure activities.

Steve is also the founder and CEO of Affiance Coaching. After becoming certified as a Kolbe Wisdom™ external consultant in 2010, Steve began offering this assessment tool, which allows people to be successful by giving them “the freedom to be themselves,” to individuals and businesses.

Steve is both a writer and prolific speaker, and has presented for the Financial Planning Association of Minnesota, AdvisorNet and Financial Network Investment Corporation. He has contributed to two books, The Boomer’s Financial Guide to Multi-Generational Planning (2010 Financial Forum Publishing), Chapter 2: "Multi-Generational Planning: Who Should I Help and How?" and Happily Ever After...Expert Advice for Achieving the Retirement of Your Dreams (2007 Financial Forum Inc), Chapter 10: "The Generosity Revolution, Planning to Make a Difference." He was also featured in the April 2005 Research magazine article, "Sharing in Their Caring," as well as in the October 2004 Registered Rep. article, "Time Savers." Since 2010 Steve has made numerous appearances on Fox News and WCCO, discussing financial planning issues.

Steve is a member of the Financial Planning Association’s Minnesota chapter, formerly serving on its board, and a lifetime member of the Million Dollar Round Table. He has been recognized with Registered Rep. magazine’s Outstanding Advisor Award (2010).