Steve is a Wealth Management Advisor at WestPac Wealth Partners. He works to protect and grow his clients’ finances to instill balance and confidence in their lives.
Steve grew up in San Diego and has lived in numerous places including New York, Germany, South Korea, and Chicago. He has returned to California and settled in San Diego with his wonderful wife. He has four children and two dogs. Steve spends his free time playing golf, attending Padres games, and hiking.
After graduating from the United States Military Academy in 1993 with a B.S. in U.S. law and legal studies, Steve served in the army for five years. He then earned an MBA in finance from the Kellogg School of Management at Northwestern in 2002 and has been working in the finance industry ever since. He gained experience in risk management and investment strategies as a sales trader in Fixed Income at Lehman Brothers, William Blair, and Guggenheim Partners.
Realizing he wanted to have a more personal and positive impact on individuals’ lives, Steve switched paths and became a financial advisor. Through this, he developed a passion for helping clients achieve their financial goals.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License # 0K36364. | 2023-157670 Exp. 06/25