Steve has spent his entire professional career in the financial services industry and has held positions ranging from branch manager to senior vice-president at companies such as Merrill Lynch, AG Edwards, Wachovia, Hilliard Lyons and Moloney Securities. Steve joined Heise Advisory Group in 2015 to work more directly with families on a personal level, using his passion and experience to help guide families through the process of planning for retirement and eventually transitioning into retirement. Steve has been married to his wife Susan since 1979, has two grown daughters, Rachel and Lindsey and one grandson. Outside of the office, Steve is very active in the community. He has served on the board of directors of United Cerebral Palsy Heartland for 22 years at local, state and national levels and is the Board Chairman of the Cottleville Fire Protection District. In his free time, you’ll find him riding his motorcycle, reading, traveling and spending time with his family.