Team Member Profile

Professional Biography

Steve Tecker is an Associate Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Steve collaborates with clients and advisors across the firm on all aspects of planning and portfolio management. He is responsible for facilitating client meetings, preparing presentation materials, and assisting with portfolio management. In addition, Steve is responsible for having a strong working knowledge of firm technology in order to best serve clients.

Steve attended the University of South Dakota and graduated with a Bachelor’s in Business Administration degree in economics. While at USD, Steve was a four-year member of the basketball team where he honed his strong worth ethic and was a recipient of the Coyote Character Award, recognition of his commitment to respect, trustworthiness, responsibility, fairness, caring, and sportsmanship. Since graduating from USD, Steve has devoted his career to helping individuals and families meet their life goals though customized financial planning. He held progressively responsible roles at a large, nationwide advisory firm and most recently served as an advisor at a Twin Cities RIA where he was responsible for preparing and implementing financial plans. Steve is especially successful in deepening client relationships by maintaining thorough communication, a high attention to detail, and a genuine desire to help people. Steve holds the CERTIFIED FINANCIAL PLANNER^® designation granted through the Certified Financial Planner Board of Standards.

Steve hales from Brule, Wisconsin, and currently calls Farmington, Minnesota, home. He enjoys a good barbeque and spending time at home with his wife, Ashlea, and young daughter.

Personal Thoughts

When I was growing up, my family had very little exposure to what I would now consider to be basic financial concepts and strategies. I want to be someone who can help bridge that gap for others.