After 18 years of responding to emergencies as a fire and emergency first-responder, Steve has seen firsthand the necessity of taking the time to protect your loved ones and plan ahead. He is determined to help his clients be prepared for life’s unexpected emergencies.
Steve has over 20 years of financial planning, insurance, risk management, marketing and sales, and business management experience. He has developed curriculums and grants, written and published 24 articles, and provided thousands of hours of technical, sales and medical training.
Steve attended the University of California at Davis, where he played football while obtaining degrees in English and psychology, all while he and his wife, also a full-time student, were raising their children. A member of Rotary International for over 14 years, Steve served as fine master and received the Paul Harris Fellow Award.
Family is extremely important to Steve. He was heavily involved in all aspects of his children’s lives when they were growing up — acting as their sports coach, room-dad, minivan driver and loud cheerleader. He is extremely proud of the adults they have become. His daughter has recently completed her doctorate, and his son has just finished his bachelor’s degree. In his free time, Steve spent many years as a Scottish games athlete and continues to be a fitness enthusiast. He can occasionally be seen performing stand-up comedy.
Ready To Take
THE NEXT STEP?
What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.