As a partner of Cedar Wealth Partners, Steve serves as the Director of Corporate Retirement Solutions. Through his passion for helping businesses and business owners meet their tax deductible and retirement planning objectives, Steve has worked in the industry since 1988, focusing on advanced retirement plan design and administration.
Steve graduated from Purdue University with a Bachelor of Science degree in Financial Planning. Steve holds the QPA (Qualified Plan Administrator) and QKA (Qualified 401(k) Administrator) designations through ASPPA (American Society of Pension Professionals & Actuaries) and is a member of NAACI (National Association of Actuaries & Consultants, Inc.), an exclusive 35-member group consisting of pension TPA business owners and ERISA attorneys.
Steve lives in West Lafayette, IN with his wife Marla and three sons, Tommy, Sammy and Riley.