Steve Walker, CLTC®  LUTCF®
Vice President of Institutional Accounts & Partner

During his career, Steve has focused on creating a culture that was centered around clients, employees, and the local community. He has been a strong leader and advocate in his various endeavors, both in his personal and professional life. He is a Past President of NAIFA-North Dakota, and the 2020 NAIFA Advisor of the Year. In 2021, Advisor Today magazine honored Steve with the “40 Under 40” award, which recognizes the top 4 young financial advisors in the United States.

Steve is a 2008 graduate of North Dakota State University, where he studied business administration. He has been in the financial services industry for the past 15 years, during which he has served as a financial advisor, insurance agency manager, wealth strategy consultant, and is now the Vice President of Institutional Accounts and a Partner with E4 Insurance Services in Fargo, ND.

During his college years, Steve was a two-time All-Conference quarterback of the Division I North Dakota State University football team. He led that team to victory over Big Ten rival the University of Minnesota in 2007 and had a 20-2 record in his final two years. He lives in Fargo with his wife and two sons.