Specialties
- Wealth Planning
- Retirement Income Planning
- Trust & Estate Planning
Office Location
10050 Regency Circle
Suite 500
Omaha, NE 68114
Steve is a Principal and Senior Wealth Advisor at Allen Capital Group, bringing nearly three decades of experience to the financial advisory profession. He began his career as a Financial Advisor in 1997 and was one of the original advisors in a nationally successful practice managing more than $1 billion in client assets before joining Allen Capital in 2017. Steve earned a Bachelor of Arts in Finance from Chadron State College and holds the Certified Funds Specialist (CFS) designation. His career has been shaped by a commitment to disciplined planning, thoughtful investment strategy, and long-term client relationships.
In his current role, Steve focuses on helping individuals and families make confident financial decisions through comprehensive wealth planning and investment management. He is known for his client-first approach, clear communication, and ability to simplify complex financial topics. A native of Storm Lake, Iowa, Steve and his wife, Stava, enjoy an active family life with their son, Ely who attends Texas A&M, and daughter, Maya will be attending the University of Iowa. Together, they enjoy sports, fitness, time on the water, and cheering on the Iowa Hawkeyes and Texas A&M.