Profile

Steve is a principal with Somerset in both our Entrepreneurial Team and Litigation, Valuation and Forensic Team. His expertise includes tax planning for closely-held businesses, real estate development and construction, estate planning, management consulting and business valuations. He has been involved with numerous business acquisitions and sales. In addition to being a CPA, he also has the Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF), Certified Valuation Analyst (CVA) and designations.Certified Financial Planner (CFP).

Education

Steve graduated from Ball State University with a B.S. in accounting and finance in 1980. He received the Ball State Alumnus of the Year 1996 for the Beta Alpha Psi Chapter and received the Ball State Outstanding Young Alumnus Circle of Achievement Award in 1994.

Memberships/Community Involvement/Awards

• Past-president and current member of the Estate Planning Council
• Past-president and board member of the Ball State University Accounting Department Advisory Board
• Member of the Indiana CPA Society
• Member of the American Institute of CPAs
• Member of the American Society of Appraisers
• Member of the National Association of Certified Valuation Analysts
• Recognized as a Business Valuation/Litigation Super CPA by the Indiana CPA Society in 2008
• Board member of the Indianapolis Police Department Motorcycle Drill Team
• Member of the Penrod Society
• Member of the American Business Club

• Board of Directors United Hope Foundation

Contact Information

Telephone: 317-472-2187
Fax: 317-208-1149
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
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