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Steve has been a Regional and/or Managing Director of Principal Financial Group® since 1997.  The business center currently includes more than 60 representatives in three offices; Roseville, Elk Grove and Modesto.  Before moving to California in 1997, he worked in the corporate headquarters of Principal® in Des Moines, Iowa as a project manager and developing field leaders and financial representatives. He moved to the home office in May of 1992 after beginning his sales career in 1989.  Steve has spent his entire professional career with Principal Financial Group®.

 

Steve is passionate about leadership.  He is an active member and past local president (1999-00, 2012-14) of the National Association of Insurance and Financial Advisors (NAIFA).  He currently serves on the board as a committee member at the state level.  He travels to Washington DC often to lobby for his industry and the public at large.  He is also a member of General Agents Management Association (GAMA) and the society of Financial Services Professionals (SFSP).

 

EDUCATION & QUALIFICATIONS

  • BBA – Management, Iowa State University
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • FINRA Series 24, 7, 6, 63, 66, 51 Registrations & CA Life & Health Insurance Licenses

 

Steve and his wife Jill have been married over 28 years.  Their son Andrew is a graduate of Azusa Pacific University and is married to Ashleigh.   Their daughter Anna, attends George Fox University and is active on the track team, competing in the Heptathlon.  Steve and Jill are active in their church and community in Granite Bay, CA.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck