Profile

Steve has been in the financial services industry since 1996. He joined Merrill Lynch Wealth Management in 2005.

Steve is focused on helping clients achieve their personal and financial goals and incorporating wealth management strategies that are consistent with their unique objectives and risk/reward tolerance. Steve works with individuals and families incorporating education and retirement planning, estate planning services in conjunction with the clients’ CPAs and attorneys, life insurance analysis and fixed income investing. For businesses, he provides strategies for cash management, professional practice lending through Bank of America, N.A., risk management, retirement plans and business succession planning.


Steve grew up in Fort Wayne, Indiana and received a Bachelor’s Degree from the University of Dayton in 1994. When not in the office, he enjoys biking, hiking, and golf.
He lives in north Phoenix with his wife and two daughters.

Steve also holds the Certified Investment Management Analyst®, CIMA® designation. Steve was named to Barron's Top 1,200 Financial Advisors for 2017 (Published on March 6, 2017. Rankings based on data as of September 30, 2016).  Steve was named to Forbes  "Best-in-State Wealth Advisors" list in 2020 (Published on January 16, 2020. Rankings based on data as of June 30, 2019).* 

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 6, 2017. Rankings based on data as of
September 30, 2016.

Advisors considered for the “America’s Top 1,200 Financial Advisors: State-by-State” ranking have a minimum of seven years of financial
services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to
determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community
involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in
exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may
not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or
ratings are not indicative of any future performance or investment outcome.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on January 16, 2020. Rankings based on data as of June 30, 2019.

Data provided by SHOOK™ Research, LLC. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and
is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking
algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria,
including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client
objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK
Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from
Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level
of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research
receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Arizona Community Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.