Meet Steve
Steve’s time in the financial services industry began back in 2018 as a Financial Advisor. He holds the industry specific designations including FINRA securities registrations Series 7 and 66, as well as Arizona insurance license. Steve is passionate about enhancing people’s knowledge about their financial future needs and aiding people to get them to where they want to go, financially.
Before getting involved in the securities industry, Steve was as an aquatics director and head swim coach. He has worked with numerous 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 they met as professional dancers/teachers/choreographers, and have 4 kids (2 boys and twin girls). When he is not in the office, you can find him on the sports fields watching his kids play all sports, weather he is coaching or as a spectator. If 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). But with 4 kids, free time is few and far between, but he would not have it any other way.