“I will be a voice of reason and calm when you need to manage challenging financial decisions. I will deliver thorough financial counsel and guidance.”
I grew up in Houston, the first generation in my family to be formally educated. I put myself through school working multiple jobs and internships.
It is these experiences that have made me who I am today and, like you, I knew I wanted to be a business owner, a decision-maker, and a leader. Hence, I understand you, and I appreciate what you have done to earn your wealth.
The Meyer’s Briggs test categorizes my personality as ESTJ - analytical, critical, logical, objective, a matter of fact and realistic. I believe wholeheartedly that these are just some of the traits that allow me to deliver the advice and knowledge to help grow your wealth. I am an integrator and partial visionary.
I will be a voice of reason and calm when you need to manage challenging financial decisions. I will deliver thorough financial counsel and guidance.
I share all of this with you because you will share some of your most personal thoughts and decisions about your financial life with me, and you should know how I am.
I love playing sports. I am an Ironman athlete, I’ve dedicated 15 years of my adult life racing road and mountain bicycles for the glory of winning a beer mug; I love competition. I believe in being physically fit and nurturing the body and mind.
I am marrying the woman of my dreams and I am a father to three furry-legged children, Trigger, Snooki, and Wylie who I love very much.
I look forward to learning more about you and what we can achieve together to make your financial life more successful.
To view Steven's credentials, please see Form ADV Part 2B.
But Enough About Me, Let’s Talk About You
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