Team Member Profile

Professional Biography

Steve Tecker is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Steve partners with clients and their families, providing the firm’s fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Steve also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

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 work 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 through customized financial planning. He held progressively responsible roles at a large, nationwide advisory firm and also 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 hails from Brule, Wisconsin, and currently calls Farmington, Minnesota, home. He enjoys a good barbeque and spending time at home with his wife, Ashlea, and their two daughters.

Personal Thoughts

Growing up, my family had very little exposure to what I now consider to be fundamental financial planning concepts. The idea of saving or investing for the future was almost alien to me, since we simply did not have the resources to do so. I didn’t realize the blind spot I had around personal finance until I started my first “real” job and went through the benefit enrollment process. How much should I contribute to a 401(k)? Do I need life insurance, and if so, how much? What is a Health Savings Account? Since my family members did not know the answers to these questions, I decided to do my own research. This led to what started as an interest in financial planning, but quickly developed into a passion for helping others navigate their finances.