Steve has over 19 years experience as a CERTIFIED FINANCIAL PLANNER™ practitioner, including six years management experience as a partner and director. He serves a broad range of clients in providing holistic financial planning to help them achieve overall financial wellbeing. Steve has been recognized in Financial Planning magazine’s – “Movers and Shakers”, “MBJ Top 40 under 40” and as a FIVE STAR Wealth Manager. For three years, he served as Adjunct Faculty and Instructor for Kaplan Financial teaching the CFP® Certificate program. Steve is a past chapter board member, membership director and member of the Financial Planning Association (FPA) as well as member of the Estate Planning Council and Planned Giving Council. He is passionate about serving clients as a fiduciary for their financial peace of mind.
Steve graduated from The University of Texas at Arlington with a Bachelor of Business Administration degree in Finance. He also holds a Master of Business Administration degree in Financial Planning & Estate Planning from The University of Dallas, Graduate School of Management. Steve loves spending time with family and friends, exploring the Pacific Northwest including hiking, kayaking, biking, and playing softball.