Steve Depner has over 25 years of professional experience in the financial services industry. For nearly 20 years Steve worked in trust banking, administering trusts and estates of various sizes, types, and complexities. Steve also has seven years of financial accounting and auditing experience, in both the public and private sectors. Steve continues to work tirelessly on behalf of individuals and small business owners, helping them to achieve their financial planning goals.

Steve Depner is a Certified Financial Planner™ professional.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

To learn more about CFP® certification, visit this CFP Board web page.

1983: Received B.S. (honors) in Business Administration from Montana State University-Billings. Majors: Accounting and Information Systems.

1990: Graduated with honors from American Bankers Association National Graduate Trust School. Received the distinction of Certified Financial Services Counselor.

1994: Received CFP® designation through the College for Financial Planning in Denver. Coursework covered financial planning disciplines including insurance, investments, taxation, employee benefits/retirement, and estate planning.

For more information about his qualifications, contact Steve.