About Me
Steve has been working with individual investors for more than 40 years, drawing on extensive personal and professional experience across all areas of investment planning to help clients pursue their financial goals. A 1982 graduate of Arizona State University, Steve began his investment career at E.F. Hutton in 1984 and became a Certified Financial Planner® professional in 1998.
Steve is deeply committed to community involvement and regularly participates in volunteer efforts, including food banks, charity kitchens, adaptive sports programs, and the Wellcare Foundation. He has previously been a member of the Mesa Rotary Club and has served on the boards of both the National Archery Association Foundation and the Not My Kid Foundation.