Steve obtained his degree from the University of Minnesota where he studied history and business. He began his career by joining his family's retail clothing business where he experienced first-hand the challenge of transitioning a family business and the value of a financial advisor. In 1992, he began his practice in the financial services industry with Winter & Associates, which merged in 2001 with North Star Resource Group, an independent, premiere financial services firm with over 90 years of combined experience in the financial services industry.
Since joining the firm in 1992, Steve has specialized in providing alternatives to help people efficiently pursue financial success. Steve's goal is to help his clients make quality decisions about the allocation of their financial resources by defining and qualifying financial goals and objectives, along with providing access to a wide range of competitive financial products and services. Steve specializes in working with business owners, professionals and executives; advising them on business succession, retirement, estate*, and investment strategies.
Steve's professional qualifications include the following:
- Life Underwriter Training Council Fellow (LUTCF)
- Registered Representative, CRI Securities, LLC and Securian Financial Services, Inc.
- Awarded "New Associate of the Year," Winter & Associates, 1993
- Member, Million Dollar Round Table, The Premier Association of Financial Professionals®
- Member, National Association of Insurance and Financial Advisors (NAIFA)
- Investment Advisor Representative, CRI Securities, LLC and Securian Financial Services, Inc.
Steve resides in Mendota Heights, Minnesota with wife, Eve and two sons, Micah and Zachary. He enjoys playing golf and tennis along with gardening and spending time with family.
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Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
Minneapolis2701 University Ave SE
Minneapolis, MN 55414