As a Fiduciary Advisor in our Dallas area offices, Steve helps individuals, couples, and families grow their assets for the long term, then create income and legacy plans upon reaching retirement. As a CERTIFIED FINANCIAL PLANNER® professional, he takes this mission very seriously and works closely with his clients in order to recommend the appropriate solutions to help achieve their unique goals. He has the skills, knowledge, and experience to match his clients’ investment portfolios with their objectives, time horizons, and risk level while suggesting alternatives to help protect their assets.
Steve has frequently presented at seminars on topics such as portfolio construction, income planning, and tax law changes.
A native Texan, he earned a BBA in Finance and Accounting from the University of Texas (Arlington) while serving as Treasurer and then subsequently President of his Fraternity. Upon graduating with honors with an MBA in Finance from The University of Dallas, Steve has held VP and Financial Advisor positions with Fidelity Investments, Charles Schwab, Mercer Advisors, and Fisher Investments.
Born and raised in Fort Worth, he has now called Valley Ranch home for 21 years and (per his neighbors) likes to collect dogs and cars.
Favorite Food
Mexican
Favorite Hobbies
Boating
Quote
“Do something today that your future self will thank you for.”~ Sean Patrick Flanery
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