For the past 35 years Steve has been proud to call North Texas home for him and his family. Steve is equally proud of his 30 years of experience where he has learned that trust, transparency, and accountability anchor any good relationship. He believes that the solutions to tough questions and objective advice are straightforward answers and independence. If you find his modern approach to wealth management compelling give Steve a call.
Experience
Steve has over 30 years of industry experience and holds FINRA registrations Series 6, 63, and 65 and is registered by the Texas State Department of Insurance with a Group I Life and Variable Annuity Registrations. Additionally, Steve holds FINRA Registrations in 19 other states.
Professional Designations
Certified Fund Specialist (CFS)
A certification indicating an individual's expertise in mutual funds and the mutual fund industry. Training is provided by the institute of Business & Finance including but not limited to portfolio theory, dollar cost averaging, and annuities.
Chartered Federal Employee Benefits Consultant (ChFEBC)
A professional credentialing program for financial professionals working within the federal government with employee benefits. Candidates must have three years of financial services experience, hold their Series 6, Series 7, and Series 24 or be an Investment Advisor Representative.