Client Service Associate
Steven joined Nautica Wealth Advisors in 2021. He began his career in financial services in 2008 with LPL Financial in various Service and Operations roles. Along with his customer service experience he brings a vast knowledge base of financial industry policies and procedures. His goal is to ensure that the client experience at Nautica Wealth Advisors is smooth, efficient, and outstanding in every way.
Steven was born and raised in San Diego and graduated from Arizona State University. He currently holds his FINRA Series 7 securities license with LPL Financial.
Steven and his wife Nicole have a daughter, 2 dogs and live in Poway. In his spare time, he enjoys golfing, staying active, and rooting for the San Diego Padres and Arizona State Sun Devils.
Getting to know Steven
Favorite Food: In-n-Out 3x3 with grilled onions
Favorite Quote: “Dedication is hard work plus patience.” -Nipsey Hustle
Favorite Movies: Forrest Gump, Saving Private Ryan, Dumb and Dumber
Favorite Holiday: Christmas
Bucket List: Attend a Championship parade (Padres or Sun Devils)