Steve worked for two years at a national accounting firm before joining Ken. He started with small business clients and enjoyed the atmosphere of a local accounting practice. Steve became a partner in the firm in January 1979. He now has over 30 years experience in public accounting. Presently, he is concentrating on succession and retirement planning along with all facets of income tax work for individuals, LLC's, trusts, estates, and business clients.
Steve resides in Wells County with his wife, Myra. They have three sons, Matthew, Michael and Jonathan, three daughter-in-laws, Angie (married to Michael), Rachael (married to Matthew) and Beth (married to Jon). They have twelve grandchildren: Jack, Violet, Avery, Zachary and Sophia (children of Mike & Angie), Ian, Cade and Bodi (sons of Matt & Rachael), and Josiah, Jude, Easton and Ellis (sons of Jon & Beth).
HRC Specialties/Responsibilities: Succession Planning, Retirement Planning, Fiduciary Planning, Estate Planning, Corporate & Individual Tax Services, Partnership and LLC taxation
Education: BS in Business & Accounting from Indiana University, 1973
Community Involvement/Organizations: The Elder of Apostolic Christian Church of Bluffton North, member of the AICPA and Indiana CPA Society and active in various other community and church organizations
Personal Quote or Saying: "No horse gets anywhere until he is harnessed. No life ever grows great until it is focused, dedicated, and disciplined." Henry Fosdick (Phil 3:13,14)
Personal Interests: Hiking, reading, biking
"What is the favorite part of your job?": I enjoy helping clients work through the challenges of income, estate, and succession planning.