A former U.S. Marine Corps officer, he has accumulated more than 25 years of experience in the financial services industry working for firms in Dallas, Texas, San Francisco, California and metropolitan Washington, DC.

Steve’s focus and passion are helping guide clients through the investing and financial planning process. He strives to help his clients realize their most important goals; investing in their families and personal relationships, enjoying their leisure pursuits and positioning themselves for a post-working life. Steve holds the following FINRA registrations: series 7, 24, 51, 63, 65 and 66 and Life and Health Insurance license.

Education

Steve earned a Bachelor of Science at the University of Wisconsin-Madison in 1984. He then earned his master’s in economics at Texas A&M University in 1991.

Philanthropy

He is thrilled to be involved and a positive influence in the successful lives of his three young adult daughters. He is involved in his church, travel, and equestrian activities.