Meet Steve
Steve’s began his career in the financial services industry began in 2018 as a Financial Advisor. He holds FINRA securities registrations Series 7 and 66. Steve is passionate about enhancing people’s knowledge about their future financial needs and helping people to find the path to get them to where they want to go financially.
Before beginning his career in the securities industry, Steve was as an aquatics director and head swim coach. He has worked with people from ages 2 through 99 including Olympic, college, high school age, group champions, CEO’s, triathletes, and even an Indy car driver.
Steve is married to his wife, Kasey, who he met when they were professional dancers/teachers/choreographers. He and Kasey have four children, two boys and twin girls. When he is not in the office, you can find Steve on a sports field, either as a coach or a spectator, watching his kids play all sports. When he gets free time to himself you might find him cooking, dancing, lifting, swimming, golfing, mountain biking, reading, or watching football (or any sport, as his wife would say). With 4 kids free time is few and far between but he would not have it any other way.
Securities Registered in the following states: AZ