Steve Stapleton has worked in the investment and financial consulting industry since 1986, serving individuals, business owners and nonprofit institutions with objective and unbiased investment consulting and wealth advisory services. Steve holds the Certified Investment Management Analyst® (CIMA) designation from Wharton School of Business, University of Pennsylvania; a MBA from Bellarmine University in Louisville; and a BS in Economics, with honors from the University of Kentucky.

His volunteer activities include service on the Catholic Community Foundation Board of Trustees (past president) and Investment Committee; The Children’s Museum of Indianapolis Planned Giving Committee; Catholic Charities Indianapolis Agency Council; and the Ball State University Foundation Professional Advisers Council. He volunteers with Trusted Mentors which provides one on one mentoring to adults re-entering society from incarceration and homelessness. In his spare time he reads, thinks, prays, and writes about economics, liberty, culture, and faith.