Steve is experienced in multiple areas of financial and tax planning for individuals and small businesses. He received two Bachelor of Business Administration degrees in accounting and real estate from Baylor University. In 1989, he earned his Certified Public Accountant (CPA) designation, and two years later, he became licensed as a registered representative and a general securities principal.
Steve is responsible for the firm’s financial operations, strategic planning, tax preparation, and compliance efforts. He and his wife Jackie have two sons and enjoy volunteering while working with the youth at their church, Lovers Lane United Methodist in Dallas. Their 4-year-old lab is the only remaining child at home. Steve enjoys coaching youth and high school sports and hopes to return to coaching after his financial services career is concluded.