Steve comes to Allen Capital Group as Managing Partner and Senior Wealth Advisor. Before starting with Allen Capital Group, Steve was one of the original advisors in a nationally successful advisory practice with assets in excess of one billion dollars. Steve has worked with Managing Director and Senior Wealth Advisor, Tad Singer, since 1997. Their collective knowledge along with their dedication to an exceptional client experience will serve to only further build upon the solid foundation of Allen Capital Group.
Steve graduated from Chadron State College in Nebraska with a Bachelor of Arts in Finance and started his career as a Financial Advisor in 1997. Steve is a Certified Funds Specialist (CFS).
Steve is a native of Storm Lake, IA and graduated from Storm Lake Senior High School. He was a 4 time State Qualifier in wrestling and placed 5th his junior year and 2nd his senior year. He attended the Business Horizons workshop his junior year of High School and won a top achievement award for his team’s business plan. Steve received a scholarship to Chadron State College for wrestling, which he did for 2 years. His junior year, he received a scholarship to become an admissions ambassador to the college and was also a resident advisor for two years at Andrews Hall for a floor of 50 guys.
Steve married his beautiful wife Stava in October of 1998. They enjoy spending time with their son, Ely, and their daughter, Maya. Together they enjoy leading an active lifestyle including: sports, water sports, golf, fitness, and cheering on the Iowa Hawkeyes!
Managing Director/Senior Wealth Advisor