Steve is a Certified Financial Planner® at Facet Wealth, where he helps clients achieve their financial goals through comprehensive financial planning services. With over 20 years of experience in the financial services industry, Steve has developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their finances.
Prior to joining Facet Wealth, Steve worked at several financial institutions, where he gained extensive experience in investment management, retirement planning, tax planning, and estate planning. He also has a track record of success working with high-net-worth clients, helping them to build and preserve their wealth over time.
At Facet Wealth, Steve takes a personalized approach to financial planning, working closely with each client to develop a customized plan that reflects their unique needs, goals, and values. He believes that the key to success is building a strong relationship with his clients, and he is committed to providing the highest level of service and support at all times.
Steve holds a Bachelor’s degree in Finance from Arizona State University. When he’s not working with clients, Steve enjoys hiking paddle boarding, traveling, and spending time with his family.
Education: Arizona State University (BS)
Tomorrow is promised to no one.
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Adventures in Costa Rica
Bahama livin’
The Windy City never looked better!
What is the best piece of advice you were ever given?
Listen more than you speak
Is there any experience you think everyone should be required to have? What is it?
Yes! Skydiving
What’s the top destination on your must-visit list?
Italy
Where's your favorite place in the world?
Laguna Beach