As a member of The Nice Group since 1998, Steve works closely with clients to develop, implement and monitor comprehensive financial plans. As a Nice Group Client, you will work with Steve to develop an investment portfolio that is unique to your needs and focused on meeting the goals that are established during the financial planning process. On an ongoing basis, Steve will evaluate your investment plan to ensure it remains consistent with your goals and risk tolerance and recommend changes when appropriate. Steve will also coordinate with your other trusted advisors to ensure that all of our efforts are aligned to best serve your needs.
Steve holds a degree in Finance and International Business from Oregon State University, is a CERTIFIED FINANCIAL PLANNER™ professional and is a Wealth Management Specialist.
When not working, Steve enjoys golfing, mountain biking, snowboarding, paddle boarding, hiking and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.