Steve is the lead tax partner in KEB’s Greater St. Louis Region and a senior wealth advisor on the KEB Wealth Advisors team. He joined the team at Pritchard Osborne, LLC in 1990 which later merged with KEB on January 1, 2013. Steve has more than three decades of experience providing tax and financial advice for families and closely held businesses. Steve received his CPA certification in 1991, was awarded the Certificate of Educational Achievement in Tax Planning and Advising for Closely Held Businesses from the AICPA in 1999, and received the Personal Financial Specialist accreditation from the AICPA in 2000. Steve specializes in strategic tax planning for entrepreneurs and closely held businesses, family estate planning and business succession planning.
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