Steve is dedicated to helping individuals and families navigate their financial futures with confidence. Passionate about financial education and comprehensive planning, he believes in empowering his clients with the knowledge and tools they need to make informed financial decisions.
A graduate of Washington State University, Steve earned his degree in political science in 2012. His career journey began in an unexpected place—selling shoes at Nordstrom, where he met his wife, Michelle. He then spent nearly a decade at UPS, working his way from Delivery Driver to Manager of the Seattle building. While he valued his time with the company, he ultimately decided to hang up his browns to start a family and pursue his true passion: financial advising.
Now, Steve channels his experience, work ethic, and commitment to education into helping his clients create personalized financial roadmaps. Whether guiding them through investment strategies, retirement planning, or wealth preservation, he prioritizes building long-term relationships rooted in trust and transparency.
When he's not working or spending time with his wife and son, Steve stays active—whether at the gym, on the racquetball court, or tackling yard work. He is also a lifelong woodworker and golfer, always eager to refine his skills both in the shop and on the course.