Meet Steve
I began my career in the financial services industry in 2018 as a Financial Advisor, and today I hold the FINRA Series 7 and 66 securities registrations. I’m passionate about helping people build confidence in their financial future—whether that means planning for retirement, setting long-term goals, or simply figuring out the right next step. I believe in meeting people where they are and guiding them toward where they want to go.
Before entering the world of finance, I spent many years as an aquatics director and head swim coach. I had the privilege of working with people of all ages—from toddlers to seniors, including Olympic team members, national team members, Olympic hopefuls, college athletes, group champions, triathletes, and even an IndyCar driver. Coaching taught me the value of patience, discipline, and communication—skills that continue to shape the way I work with clients today.
Outside of work, my life is full—and I wouldn’t have it any other way. My wife, Kasey, and I met through our shared background as professional dancers, teachers, and choreographers. Together, we’re raising four amazing kids—two boys and twin girls—who keep us on our toes and on the sidelines of just about every sport you can imagine. When I do manage to carve out a little free time, you’ll probably find me cooking, dancing, swimming, golfing, mountain biking, reading, or watching football (or any sport, really—just ask my wife).
Securities Registered in the following states: AZ