Steve is a proud Veteran of the United States Army that used his career in Military Intelligence to procure a job with Lockheed Martin. After 14 years of working with Lockheed Martin in National Security, he decided to change careers and pursue a job in Financial Planning and Advising.
In May of 2022, Steve graduated Magna Cum Laude from Texas State University with a BBA in Finance and Accounting. While studying at Texas State University, he was selected to participate in the Student Managed Investment Fund for the University. The SMIF program invests a portion of the University's endowment with the goal of training future Financial Analysts in managing institutional portfolios. During that time, SMIF placed 2nd in an International Portfolio Management competition among schools like Rice University and Kent State University.
Steve holds FINRA Series 7 and Series 66 licenses and a Group 1 Life and Health Insurance License.
As a father of four, he enjoys spending time with his family and attending their high school events. Steve serves at his local church by teaching Sunday school classes to elementary school students.
Steve looks forward to engaging with clients and is passionate about helping others plan for their retirement and financial security.