Steve has more than 40 years of experience in the financial industry, specializing in the development of custom financial plans and investment portfolios. He is dedicated to delivering long-term value through a highly personalized and strategic approach. Steve works closely with clients to align financial decisions with life goals, offering clarity and confidence throughout the planning process.
Known for his client-centric mindset and deep market knowledge, Steve takes pride in fostering relationships built on trust, transparency, and continued service. His consistent focus on tailored solutions and ongoing communication has earned him long-standing client loyalty.
Steve earned a Bachelor’s degree in Business Administration from Western Colorado University in 1976. He holds Series 7, 63, and 65 licenses. He has been married to his wife, Margaret, for over 37 years. Outside the office, Steve enjoys running, golfing, and traveling.
RECOGNITIONS AND MEMBERSHIPS
- Member, Wedbush President’s Club
- Board Member, Matthews Foundation