For 29 years, Steve helped financial advisors throughout the Pacific Northwest enhance their portfolios, build their businesses, and create meaningful and lasting retirement income streams for their clients. He has now taken his experience and knowledge of capital markets, investment options and retirement strategies to help individual investors and businesses directly.
Steve is a CIMA® (Certified Investment Management Analyst) professional and a CPWA® (Certified Private Wealth Advisor) designee, specializing in investment management consulting and wealth advising. He also holds a CRC® (Certified Retirement Consultant) certificate demonstrating knowledge and understanding of retirement planning accumulation and distribution concepts. All three designations help him provide counseling based on behavioral finance tendencies, different communication styles, and gender/generational considerations.
Steve lives in Washington with his beautiful wife and two awesome dogs. He enjoys the wonders of the Pacific Northwest, playing golf poorly, hiking, biking, running occasionally, and spending time with his ever growing family.
