Steve Anderson

Steve Anderson, CFP®, has a diverse and extensive work history. Steve most recently worked at UMB Bank as a Vice President and Senior Financial Planner, starting in January 2023. Prior to that, they were a Financial Planner at Triune Financial Partners, LLC from June 2021 to January 2023.

Before focusing on financial planning, Steve worked in various roles at Ivy Investments from February 2014 to July 2021. Steve served as a Product Communications Manager from September 2018 to July 2021 and as a Product Manager from February 2014 to September 2018.

Steve's earlier experience includes positions at Commerce Bank, where they worked as a Product Manager from July 2012 to February 2014, and as a Product Marketer from July 2008 to July 2012. Prior to that, they worked as a Marketing Analyst at Cerner Corporation from October 2005 to July 2008 and as a Corporate Communications Specialist at TD Ameritrade from November 2004 to October 2005.

Steve Anderson, CFP®, holds an M.B.A. in Finance from Rockhurst University (2008-2010), a Financial Planning Certificate Program from Boston University (2020), and a Bachelor of Business Administration in Marketing from the University of Nebraska at Omaha (2001-2005). Steve is also a Certified Financial Planner (CFP) accredited by the CFP Board (obtained in 2021) and holds a Series 7 certification from FINRA (obtained in 2014).