About Steve
Steve provides wealth management services to clients throughout the West Coast. Many of his clients have complex estates with concentrated stock holdings, private equity, and other illiquid assets.
Prior to joining Focus Partners Wealth, Steve worked as a Wealth Advisor for Adero Partners since 2020. Before joining Adero Partners, Steve was in the Marine Corps and is a veteran of Operation Enduring Freedom.
Outside of work, Steve enjoys going to restaurants with his wife on weekends, golfing, getting together with friends, and attending concerts or comedy events. He enjoys good company and conversation.
Education and Professional Milestones
- University of San Francisco - bachelor’s degree in business administration with a concentration in finance
Steve provides wealth management services to clients throughout the West Coast. Many of his clients have complex estates with concentrated stock holdings, private equity, and other illiquid assets.
Prior to joining Focus Partners Wealth, Steve worked as a Wealth Advisor for Adero Partners since 2020. Before joining Adero Partners, Steve was in the Marine Corps and is a veteran of Operation Enduring Freedom.
Outside of work, Steve enjoys going to restaurants with his wife on weekends, golfing, getting together with friends, and attending concerts or comedy events. He enjoys good company and conversation.
Education and Professional Milestones
- University of San Francisco - bachelor’s degree in business administration with a concentration in finance