Meet the Team

As the founder of Wealth Solutions Inc, Steve has over 20 years of portfolio management and retirement planning experience. A University of Northern Iowa graduate in 1993, Steve spent 3 years with Edward Jones and 4 years with Wells Fargo respectively before founding Wealth Solutions Inc.

Steve has a passion for effective communication with clients, always enjoying a phone call to talk business or just to catch up about the daily events of each other's lives. He thrives at explaining complex financial situations and scenarios through storytelling or analogies.

Outside of the office, Steve is a father of two and husband to Jennifer. He enjoys golfing, riding e-bikes on the Cedar Valley trails, attending and rooting on any Northern Iowa athletic team, and taking his dog Peyton for walks.

Drew joined Wealth Solutions Inc. in late 2020 after graduating from the University of Iowa. His desire to join the firm was deeply influenced by his father’s work, seeing him build meaningful relationships with clients. He began by managing client services and relations as an advisor’s assistant until late 2022. In 2023, after passing the exams to become a financial advisor, Drew joined on as a partner.

Drew is excited about the opportunity to carry forward his father’s vision, adapting to the changing financial landscape while staying true to the core values and principles that has carried the firm for the past two decades.

Currently residing in Austin, TX after moving from Southern California, Drew enjoys playing tennis, lifting weights and running marathons, and traveling abroad with his girlfriend Mimi in their free time.