“We will be a voice of reason and calm when you need to manage challenging financial decisions. We will deliver thorough financial counsel and guidance.”
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Steven was born and raised in Houston. As a first-generation college student, he put himself through school by working multiple jobs and internships. The experience contributed to who he is today and put him on an early path toward becoming a business owner and community leader. He understands people and appreciates the work and decision-making required to earn and accumulate wealth.
The Meyer’s Briggs test categorizes Steven’s personality as ESTJ — analytical, critical, logical, objective, a matter of fact, and realistic. These are traits that clients experience firsthand in the advice and knowledge he provides to grow their wealth. Steven is a consistent voice of reason and calm when clients need to manage challenging financial decisions.
When he’s not working with clients, you’ll likely find Steven outdoors. He’s a fitness fanatic and competes in Ironman triathlons. Steven has spent the last 15 years of his life racing road and mountain bicycles for the glory of winning a beer mug — a trophy in his circle of race enthusiast friends. You’ll find that Steven loves competition as much as he enjoys staying fit physically and mentally.
In 2021, Steven married the woman of his dreams in Italy. He’s a father to two furry-legged “children, Snooki, and Wylie.
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Melissa lives by her own motto…To improve your destiny, embrace life’s lessons and focus intently on creating a positive outcome. She rests on this statement as a reminder that every situation is an opportunity to grow and improve. Her drive can be attributed to growing up in a working-class family of seven. As the second youngest child, she carefully observed the trials and triumphs of her older siblings and used those situations to create her own path.
She understood the value of hard work at an early age and applied it to her schoolwork, athletics, and eventually to her career. She was introduced to accounting through her degree program in college. Melissa dove into her required accounting courses and quickly realized it was her calling. She immediately began focusing on an accounting career and eventually found her footing as an accounting assistant with a Houston-based homebuilder. Over the next 10 years, Melissa was recruited by various builders to lead their internal operations functions. Utilizing her construction and homebuilding knowledge, Melissa obtained a real estate license and secured a position with a top residential real estate office in Houston where she became a co-owner and managing director for the company.
Bringing a rare combination of accounting and real estate expertise to GWM clients, Melissa is adept at helping her clients navigate complex tax matters, residential real estate transactions, and business planning. More importantly, she understands the intricacies of running a business and how the pieces fit together. Her clients appreciate her knowledge, thorough communication, and empowering spirit.
When she’s not thinking about numbers, Melissa enjoys spending time with her family. She is married to her best friend, business partner, and the love of her life. She is a mother to two boys and three furry children. She also makes time to work out and loves to travel. Her guilty pleasure is following fashion trends and creating her own styles.