Steve is a Lead Planner for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 8 years of experience. Before Facet, he worked for an independent advisory firm where he focused on financial planning. Prior to his career change a decade ago, he spent more than two decades working in several financial roles for 3 large corporations. He is passionate about the benefits of financial planning, and looks forward to helping you achieve your goals in life. When not in front of the computer developing plans, Steve and his family take advantage of the outdoor bounty that the Pacific Northwest offers — plenty of skiing, hiking, and biking.
Lehigh University (BS), Northwestern University (MBA)
Follow Steve
Skiing at Mt. Bachelor in Central Oregon.
A recent trip to Portugal.
Hood River and the Columbia River Gorge from Underwood Mountain.
The spectacular Oregon coast.
While the Hannah Montana screamfest with my daughter came close, Springsteen (every one) wins without a doubt.
Timeline by Michael Crichton. Fascinating concept of trying to survive in a totally foreign era — Medieval Europe.
My happy place is Hood River, OR in the Columbia River Gorge. What’s not to like — mountains, microbreweries, orchards, wineries, and water sports at the base of Mt. Hood.
I never really understood all the hoopla surrrounding Peter Potamus and his Hippo Hurricane Holler. I always thought So-So should have been the lead.
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