Our Qualifications


Providing a personalized approach to financial advice has been Steve's goal since 1991, when he first started in the financial industry.  Steve makes it a priority to know and understand both the investment and insurance industries to better educate and serve his clients.  Steve is a life-long resident of the Newton area, along with his wife Jodi, son Mark, and twin daughters Jordan and Rachel.  Teaching his children the values of rural country living has been a blessing for Steve and his family.

Along with obtaining the distinguished CERTIFIED FINANCIAL PLANNER™ certification, Steve also holds the following professional registrations: Series 7, Series 24, Series 63 and Life & Health Insurance Licenses.


Client Service Associate

Nancy Kocher has served as the Client Service Associate at Peoples Investment Center since 2002, and holds her Life & Health Insurance Licenses.  Nancy and her husband enjoy living in Jasper County where they raise their daughter Kelsey and son Jordan.  With her extensive investment service knowledge, Nancy looks forward to meeting with you and your family to help in any way possible.


Registered Client Service Associate

Michelle joined Peoples Investment Center in June, 2010 as a Virtual Marketing Associate. Her primary responsibility is coordinating the marketing efforts for the office. She is also available to assist with client service issues that arise, as well as responsive and timely processing of any of your requests. Michelle graduated from the University of Mary in Bismarck, N.D., in May 2004 with a degree in business administration and a minor in finance. She also holds her Series 7 and Series 63 Securities Registrations. Michelle, her husband Michael and their two sons reside in Manteca, California.