As a Financial Planner, Steve has built a practice centered on the guiding principles of integrity, dedication, empathy. Working from a comprehensive financial planning platform, Steve performs an objective review of all aspects of his clients’ finances which helps provide them with clarity about how to meet their financial goals. In the process, he helps his clients simplify and systematize many aspects of their finances.
Steve is a graduate of University of Washington, where he studied History. When he isn’t helping his clients to build financial security, he enjoys spending time with his wife, Julie. In his spare time, Steve enjoys tennis, boating, and baseball.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies