In 1988, Steven started his career in Reno at E.F. Hutton and later moved to Merrill Lynch in 1992, building his practice with over 100 families managing more than $100 million. In 2009, Steven transitioned his practice to RBC Wealth Management in Reno, Nevada.
Steven attended Vanguard University studying education and transferred to Cal State University, Northridge, majoring in business finance. He earned his Certified Investment Manager Analyst designation (CIMA®) from the Investment Management Consultants Association (IMCA®) at the University of California Berkley. The CIMA helps evaluate investment managers, investment portfolios and the proper metrics to identify risk and return on portfolios. Steven also holds his securities, insurance, and commodities licenses.
Since 1988 Steven has lived in Reno with his wife Karen of over 25 years and five children. They enjoy skiing, camping, kayaking, hiking, golfing, biking and cooking together in the great outdoors. Steven gives back to the community by being active on the boards of Toastmasters, his church, Financial Advisory Board for the City of Reno, and the Economic Development Authority of Northern Nevada (EDAWN).