Steven R Baumrucker
Senior Wealth Management Advisor
In his nearly three decades with Adams, Brown, Beran, & Ball, Chartered (ABBB) Steve has worked with a variety of clients and small businesses providing not only tax and consulting services, but financial planning, estate planning, and wealth management. In the past decade his focus has turned more to the financial services areas…financial planning and wealth management areas, where his successes have been rewarded by the companies he represents.
Steve is a Premium Wealth Advisor with HD Vest Investment Services where he aspires to help people develop strategies to pursue goals and strengthen their financial future. He holds Series 6, Series 7, and Series 63 Licenses and is an Investment Advisor Representative and Insurance Agent in more than a dozen states. He is also a CPA with a PFS (Personal Financial Specialist) designation.
Steve’s golden rule attitude allows him to see his clients’ needs through their eyes when providing professional services. That philosophy, along with his easy going personality, has led clients to fully trust him, his expertise and advice.
Steve serves on the Board of Directors for Adams, Brown, Beran, & Ball as well as the Board of Directors for the Heartland Community Foundation. He is a member of Hays Optimist Club and other civic organizations.