About us

In 1988, Steven started his career in Reno at E.F. Hutton and later moved to Merrill Lynch in 1992, building his practice with more than 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® designation 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.