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Steve has been a Regional and/or Managing Director  with Principal® since 1997.  The business center currently includes more than 50 representatives in four offices: Roseville, Elk Grove, Modesto, and Walnut Creek.  Before moving to California in 1997, he worked in the corporate headquarters of Principal® in Des Moines, Iowa and as a project manager developed 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®.

Steve is passionate about leadership.  He is a current member and past local president (1999-00, 2012-14) of the National Association of Insurance and Financial Advisors (NAFIA).  He served on the State of California NAIFA Board (2017-2019) as board member.  He travels to Washington DC often to lobby for his industry and the public at large.  He is also a member of Finesca and the Society of Financial Services Professionals (SFSP).

EDUCATION & QUALIFICATIONS

  • BBA – Management, Iowa State University
  • FINRA Series 24, 7, 6, 63, 66, 51 Registrations & CA Life & Health Insurance Licenses

Steve and his wife Jill grew up together in a small town in Iowa and have been married since 1989.  Their son Andrew is a graduate of Azusa Pacific University and works in the retirement industry in Folsom, CA.  He is married to his wife Ashleigh.   Their daughter Anna graduated with a Masters in teaching from George Fox University and is working as a High School Teacher in Iowa.  In college she competed nationally in the Heptathlon and is now a coach on her school's track team.  Steve and Jill are active in their church and community in Granite Bay, CA.

 

1722970-072021

 

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