Specialties
- Wealth Planning
- Retirement Income Planning
Office Location
10050 Regency Circle
Suite 500
Omaha, NE 68114
Steven is a CERTIFIED FINANCIAL PLANNER® (CFP®) and joined Allen Capital Group in December 2021. Steven brings over several years of experience as a Wealth Advisor, helping individuals and families bring clarity and confidence to their financial lives. Steven holds an undergraduate degree in Biomedical Engineering, which shaped his analytical, problem-solving approach and allows him to bring a disciplined, data-driven mindset to financial planning and investment strategy. In his role as a Wealth Advisor, he works with both existing and new clients to define what retirement looks like for them, whether that means building confidence in a traditional retirement timeline or creating the opportunity to retire early. Steven helps clients implement thoughtful portfolio management, coordinated estate planning, and tax-efficient strategies, aligning each piece of their financial picture to support long-term goals and protect their legacy.
Steven is happily married to his beautiful wife, Mikalah, and together they are raising their two incredible children, McLain and Finley. The family wouldn’t be complete without their dogs, Thor and Khan. At the heart of everything he does is his family but is also passionate about the outdoors, hunting and fishing, as well as anything competitive or athletic. Steven loves attending Nebraska Track and Field meets, where he gets to reconnect with the sport and relive the glory days of his time as a Division I pole vaulter at the University of Nebraska–Lincoln.