General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Senior Portfolio Manager in Trust Point’s Investment Management Group, Steve is responsible for the portfolio management of client accounts as well as conducting performance and market reviews. Further, he aids in capital market research, fixed income trading, and the implementation of overall investment strategy. Steve helps his clients focus on the big picture, aiding them in achieving their long-term goals and preserving their wealth.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
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