Steven joined the firm after serving as a financial advisor for a nationally recognized financial services firm. He has spent the majority of his career serving his clients as a retirement and estate planning specialist. His clients come from all spectrums of life including high net-worth individuals and businesses to the moderate household income families. He also serves as an advisor to multiple qualified plans.
“I have a true passion for ensuring that my clients are able to meet their financial goals, retire, and to do so without giving up their lifestyles. I view the people I help as more than clients and that their plan is a unique and collaborative effort.”
Steven has received numerous awards in the financial industry, and holds FINRA series 7, and 66 registrations as well as a various insurance licenses. Due to these licenses and registrations, he is able to provide a complete array of financial options to suit the needs of every client situation. He also holds a Bachelor of Business Administration in accounting with minors in finance and management from West Texas A&M University.
In his spare time, Steven enjoys playing golf. He is also a husband, dad of three amazing young men, a beautiful daughter and a granddaughter.