Steve is a Lead Planner with Facet and a Certified Financial Planner professional with 18 years of experience in wealth management. Steve brings extensive knowledge and years of experience in helping clients achieve their financial goals. As a dedicated financial professional, he is focused on learning about your personal goals, and together will help build a plan tailored to your needs. He understands that client are in different stages of life: you may be purchasing your first home, looking to fund a child’s education, or planning for retirement. He believes that each financial journey begins with the first step, and will ensure that you have the information to make the best decisions possible regarding your financial future.
Away from business, he enjoys the outdoors spending time snowboarding, paddle boarding and hiking.
Education: Arizona State University, B.S. in Finance
Tomorrow is promised to no one.
Get to know Steve
The Wave Cave
A little slice of heaven
Parasailing in Mexico!
Colorado River rafting trip
What's the craziest thing you've ever done?
What's the last book you read?
Driven: How to Succeed in Business and in Life
If you could visit anywhere in the world you've never been, where would you go?
Where's your favorite place in the world?