Overview
Steven is a Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC (CLA). With a deep commitment to helping clients achieve their financial goals, Steven specializes in providing personalized financial planning, investment advice, and portfolio management. He works closely with clients to understand their unique needs and tailor strategies that align with their long-term objectives. He is committed to delivering exceptional service and building lasting relationships based on trust and transparency.
Education
Steven earned his Bachelor of Arts in finance and accounting from The College of Saint Scholastica, Duluth, Minnesota
Steven is a CERTIFIED FINANCIAL PLANNER™ (CFP®)
Steven is a Series 65 Registered Investment Advisor