Steve was born in Kansas and lived in Oklahoma before moving to Texas in 1992. He has worked for a leading financial services firm since 2011 where his goal is to empower and educate his clients. His current role focuses on fee based discretionary managed accounts. He partners with clients each day to help them determine an appropriate asset allocation for their investment portfolios, as well as create and sustain successful financial plans. Throughout his career in financial services, he has been consistently recognized for his performance and leadership. He has also served as a mentor to newer representatives where he helped his peers succeed in their role and increase their knowledge of the financial markets.
Steve became a CFP® professional in July 2014. Along with his certification he also holds the FINRA 7, 63, Texas Life & Health, and Texas Property & Casualty insurance licenses. He received a B.B.A. in Management in 2005 from Texas Tech University. After working for 3 years, he went back to attend graduate school in August of 2008 where he received an MBA and a Master of Science in Personal Financial Planning graduating in December 2010.
He and his wife, Allison, have been married since 2007 and have 2 amazing sons, Mason and Jackson. Outside of work, Steve enjoys spending time with his family and attending their children’s many activities including baseball, soccer, and Cub Scouts.