Steve received his doctorate degree in Educational Psychology from Alliant International University and his degree in Psychology from San Diego State University.
Steve holds FINRA Registrations Series 7 & 66. He is a Registered Representative and Investment Advisor Representative with LPL Financial and is a licensed life insurance agent with the States of Arizona, California, Idaho, Illinois, Montana, Oregon, South Dakota, Texas, and Washington. Steve is a Certified Exit Planning Advisor (CEPA).
Steve is an active member in his community donating time to local youth sports programs and various local fundraising activities.
Steve’s family includes his wife, Jennifer, and sons Sean and Quinn. Steve enjoys time with family, golfing, going to sporting events, concerts, hiking, and traveling.
Getting to Know Steven:
Favorite Quote: One who says it can’t be done should get out of the way of the one who is doing it.
Best piece of financial advice: Live below your means
Favorite book: The Frommer’s Guidebook I am reading to prepare for my next trip
Favorite Movies: Westerns
Favorite fun activity: Spartan events