Steve has been serving clients in wealth management for 14 years. After spending most of his career with Merrill Lynch Wealth Management, he found he could most effectively serve his clients by starting on a path of uncompromised service and advice by founding his own wealth management business. His focus is on partnering with individuals, families, business owners, and corporate executives. He received his bachelor’s degree in Business Management and Accounting from Hope College in 2008.
Steve and his wife Kyleigh live in the Roaring Fork Valley with their daughter Reagan and son Parker. In his free time you can find Steve hiking with his family, playing in golf league, or skiing in the Elk mountains.