Steve is the managing partner of Prairiewood Wealth Management, a fee-only, independent Registered Investment Advisor, he founded in 2009. Prairiewood acts as the personal CFO to high net worth families looking to reduce their taxes, grow their wealth, and create a legacy that will last beyond their lifetime.
Steve is a graduate of the University of Minnesota’s Carlson School of Management where he received his undergraduate degree in Accounting and Finance. Steve went on to obtain his MBA from Columbia Business School where his studies and apprenticeships focused on value investing. Steve has over 20 years of financial services industry experience, including 14 years at Prairiewood Wealth Management and 10 years at Ernst & Young, LLP where he was a Senior Manager in the Financial Services Risk Management group. He provided advisory services to banks, insurance companies, asset managers, and hedge fund clients from the Minneapolis, New York City, and Zurich, Switzerland offices. Steve is a Chartered Financial Analyst (CFA) charterholder and a Certified Public Accountant (CPA).
Steve was diagnosed with Crohn's Disease at the age of 12 and has been following the Specific Carbohydrate Diet (SCD) since December 30, 2006. During that time he has been in clinical remission without the use of any medications. Steve is currently the Treasurer of Ignite Church and Bluestem Ministries.