Steven joined the firm after serving as a financial advisor for a nationally recognized financial services firm. He has spent the majority of his career serving his clients as a retirement and estate planning specialist. His clients come from all spectrums of life including high net worth individuals and businesses to the moderate household income families. He also serves as an advisor to multiple qualified plans.
“I have a true passion for ensuring that my clients are able to meet their financial goals, retire, and to do so without giving up their lifestyles. I view the people I help as more than clients and that their plan is a unique and collaborative effort.”
Steven has received numerous awards in the financial industry, and holds FINRA series 7, and 66 registrations as well as a various insurance licenses. In addition, he is an Accredited Investment Fiduciary (AIF®). Due to these licenses and registrations, he is able to provide a complete array of financial options to suit the needs of every client situation. He also holds a Bachelor of Business Administration in accounting with minors in finance and management from West Texas A&M University.
In his spare time, Steven enjoys playing golf. He is also a husband, dad of three amazing young men, a beautiful daughter and a granddaughter.
Dallas/Fort Worth, TX 777 International Parkway, Suite 180
Flower Mound, TX, 75022
Dallas/Fort Worth, TX
777 International Parkway, Suite 180