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By thoroughly understanding what they’ve built and how they wish to transition their businesses and their personal lives, Steven works closely with business owners, family members, and key executives to help manage their transitions. A graduate of St. Edward’s University with a BBA in Management, Steven has nearly 25 years of experience in the financial services industry.
An avid cyclist, Steven is a member of the 787 Racing Cycling Team. He currently serves on the Hill Country Region Chapter Board of Directors of Porsche Club of America as Membership Chair and Secretary.
Steven also incorporates the discipline from his training into his work from his most recent completion of his first Ironman in Whistler, Canada, July 2017. He has also competed in the New Orleans and Galveston Half Ironman in 2016 and 2017.
Steven graduated from the the Certified Financial Planning program at the University of Texas at Austin as of December 2016. He will complete his final exam for certification in March, 2018.
Read more about Steven and how his personality works for you as a wealth advisor.
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Why is the Certified Financial Planning designation important to clients?
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.
Steven will also pursue and complete his Certified Investment Management Analyst or CIMA. This designation will also help Steven continue to hone his financial portfolio management skills and seperate himself from other financial advisors. Currently there are an estimated 6200 financial advisors that hold this designation in the United States.
Why is the CIMA designation important to client portfolio management?