Advising clients since 2001, I have a passion for helping people put all of the pieces together. It starts with a plan, and ends with an alignment of your goals and values.
“I use a consultative approach to provide in-depth strategies to the complex and challenging issues that impact your long-term financial well being. As an independent advisor, I have the tools and experience to help you discover what is meaningful to you and what will be financially necessary in the long run. “
Steve has focused his practice on helping clients make the transition from the working years to the retirement years. As part of this focus, Steve believes that everyone should have a financial plan.
Steve holds a Bachelor’s Degree in Business & Economics from George Fox University. As a student of the industry, Steve has made it a priority to develop his professional and practical knowledge. In addition to his professional licenses, Steve is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant (ChFC).
Married since 1998, Steve and his wife have a daughter who is truly the apple of their eye. A life long Northwesterner, Steve loves the outdoors and when time allows can be found hiking or climbing some of our local peaks and mountains. In order to stay fit and ready for outdoor adventures, Steve participates in CrossFit several times a week.