With a career in the financial services industry tracing back over more than four decades, Steve brings substantial experience to the table while helping clients pursue their investment goals. His forthright manner allows him to get to know clients on a deeper level and tailor a personalized financial plan to their needs.
Prior to joining Raymond James in 2015, Steve served as a senior financial advisor at Crowell Weedon. He has also worked as an advisor for Dean Witter and Glore, Forgan & Co. He earned a bachelor’s degree in business from the University of Redlands in California.
Originally from Burbank, he lives in Northridge with Linda, his wife of 53 years. They have three children, Toni, Terri and Ron, and six grandchildren. A sports fan, Steve has stayed connected with his community by serving as a coach for soccer, baseball and softball teams over the years.