Steve started his career as a financial consultant with a well-known large wire-house firm in 1985 after graduating from the University of Texas in Austin. In 1991, Steve and another consultant purchased a private business and ran it successfully for several years. He realized his passion was helping individuals achieve financial independence and returned to the financial service industry working as a financial advisor with a large insurance company. In 2003, seeking an independent perspective for his clients, he joined Lifestyle Financial Advisors, Inc. Along with his various life insurance and security licenses, Steve is a Certified Wealth Strategist® practitioner licensed through Cannon Financial Institute.
Steve lives in League City with his two teenage daughters, Annemarie and Madeleine. While they both work hard in school, Maddy spends lots of time working and preparing for college while Annie fills her busy schedule with softball and at dance preparing for local and national competitions. When Steve is not cooking, working in the yard or spending quality time with his family, he can be found at the golf course attempting to shave a stroke or two off his game.
Securities offered through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Lifestyle Asset Management, Inc., a registered investment adviser and First Allied Advisory Services, Inc., a registered investment adviser.