Background and Experience

Steve’s true passion is engaging with clients who have worked hard their entire lives to create wealth.  He helps them preserve it for today and for future generations. For almost 35 years, he has taken a comprehensive approach to investment planning and examining every element of a client’s financial life, including debt management, cash reserves, insurance, estate planning and tax implications.  He is privileged to help individuals, families, and institutions.

 

Steve started his career with Merrill Lynch before moving his practice to Wells Fargo Advisors in 2008 and has earned the CRPC® designation (Chartered Retirement Plan Counselor). Prior to entering the financial services industry, he had a successful career as a Naval Officer after graduating from the U.S. Naval Academy in 1983. He retired as a Commander from the Navy Reserve in 2011.

 

Away From the Office

Steve has been involved in numerous community, veterans, and non-profit organizations. He has served as President of the LA/OC USNA Alumni Association and on committees in the City of Brea. Steve currently serves as USNA Area Coordinator for Admissions and on the President’s Advisory Board of USS IOWA Museum, LA Fleet Week, and the National Museum of the Surface Navy. He and his wife Melissa are very proud of their son Stephan who is a Naval Surface Warfare Officer and daughter Stephani who recently completed a  Master’s Degree in Health Psychology at Grand Canyon University.

Background and Experience

Adrian’s definition of integrity is doing the right thing even when nobody is looking and believes integrity is the core of each and every relationship.  As a prior Nuclear Submarine Officer, Adrian has developed a keen sense of attention to detail, procedural compliance, and risk management. He uses these principles daily to create comprehensive investment plans, give advice, and help keep his client’s assets safe.

 

Adrian joined Wells Fargo Advisors in January 2022.  He has both a Masters of Science in Personal Financial Planning and the CRPS® designation from the College for Financial Planning.

 

Before Wells Fargo Advisors, Adrian graduated from the United States Naval Academy (Annapolis) in 2014 and earned a Bachelors of Science in Mechanical Engineering. He then commissioned as a Nuclear Submarine Officer and attended Advanced Nuclear Power School and Nuclear Prototype where he was certified by the Department of Energy to operate and supervise nuclear power plants. Adrian then served onboard the USS-Bremerton (SSN-698) for 4 years and separated from the Navy with an Honorable Discharge before returning home to Brea, CA.

 

Away From the Office

In his spare time, Adrian enjoys staying active by exercising, playing golf, and riding motorcycles. Adrian also enjoys being involved in the community and is President  LA/OC Naval Academy Alumni Association as well as a Board member of the St. Paul High School Principle Advisory Board. Adrian is married and resides in Brea, CA.