Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.
Before joining the firm, Steve worked with the accounting firm Ernst & Young and The Zupsic Company, a private real estate development firm. He earned his B.S. in business administration with accounting emphasis from Pepperdine University in Malibu, California.
Steve and his wife, Penelope, have three children, David, Laura and Michael. Steve enjoys golf, tennis and spending time with his family.