When Steve helped found Tenacity Investment Group in 2010, he brought with him more than 10 years of experience working with some of the world’s largest financial services institutions including Wells Fargo, Fleet Boston and Charles Schwab.
Today, working as an independent advisor, Steve is able to offer his clients unbiased advice and a broad selection of investments and services. He specializes in strategies utilizing stocks, options and exchange-traded funds (ETFs).
Steve holds several professional credentials including Series 7, Series 63, Series 65, and life and health insurance licenses. He has also received widespread recognition for both his financial achievement and his outstanding client service. A graduate of the University of Arizona, he holds a Bachelor of Science.
Steve and his wife, Kyla, live in Longmont, Colorado, with their three children, Kate, Will and Eli. He enjoys golfing, as well as traveling and exploring the mountains with his family.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.