Steve has over 30 years of experience ranging from Blue-Chip Fortune 100 companies to fast growing startups, including one whose revenue grew 17-fold during his leadership. From his early career at leading companies including Caterpillar and Hewlett-Packard to his later career with financial startups, Steve has a broad range of experience to draw on.
- Managing Partner of Peak Advisor Alliance during the time it became known as the largest and fastest growing financial advisor coaching company in the nation. It grew from 0 to 1,000 coaching clients during his 11 years of leadership.
- Part of a small team that launched a startup registered investment advisory firm and quickly grew it to $1.8 billion in assets under management.
- Led a startup broker dealer and an SEC-registered RIA as they grew from $0 to several million in annualized revenue in 18 months.
- Consultant to leading fintech companies and multi-billion dollar investment advisory firms.
- A Wall Street Journal #1 Bestselling author, a New York Times Bestselling author, and the co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth.
- Frequent contributor at InvestmentNews, Financial Planning and MarketWatch.
- Host of the CEO Coaching International podcast, On Your Mark, Get Set, Grow!
- Received an MBA from Indiana University, is a Certified Financial Planner™ Professional since 1996 and previously held the Series 7, 24, 63, and 65 securities licenses.
- Married to Linda since 1987 and the father of three wonderful daughters.
- Recreational mountain climber including multiple summits of Mt. Rainier via three routes, Mt. Adams, and Mt. Shasta.
- Avid cyclist who enjoys early morning bike rides along the shore of Lake Michigan.
- A passionate and curious life-long learner who’s always asking questions—probably why he enjoys hosting podcasts!