Tommy Steffen

Financial Planning Assistant
Tommy joined the team in February 2025 after working at Ameriprise Financial for several months. As a Financial Planning Assistant, he plays an important role in supporting client relationships through meeting preparation, follow-up, and direct communication. He regularly participates in client meetings while assisting both Nikki and Jim.
Tommy is currently studying for his licensing exams to become a registered advisor. He’s eager to expand his knowledge, build his book of business, and become a trusted resource for clients as he grows in his role.
 
He graduated from Legacy Christian Academy in Andover in 2021 and went on to earn his bachelor’s degree in business and entrepreneurship from Liberty University in Lynchburg, Virginia.
Tommy is married to his high school sweetheart, Mya, and they recently purchased their first home in Oak Grove. Outside the office, he is an avid outdoorsman. In the warmer months, he spends much of his time on the Mississippi River, where he owns and operates Strictly Smallmouth, a guiding business he started in high school. He now guides fishing trips on weekday afternoons and full-time on weekends. When he’s not on the water, Tommy enjoys archery hunting for deer and turkey, waterfowl hunting, bowfishing, and golfing whenever time allows.