In his role as Branch Director, Steve fosters an environment where financial advisors can thrive and grow their business. He places a large focus on enablement, striving to remove obstacles so the individuals in his office can focus on working with their clients and growing their business. He is also in charge of recruiting top notch financial advisors that would fit the culture of RBC and his branch.
Steve graduated from DePauw University in 1978 with a Bachelor of Arts degree in economics. Shortly after graduating he joined the Peace Corps as a math teacher in Ghana, Africa. In 1982, Steve was hired by Morgan Stanley Smith Barney in San Diego as a financial advisor and joined RBC Wealth Management in 2012. He has earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. On top of being a branch director, Steve develops fixed income strategies for clients of The Pacific Group and has been named as one of San Diego’s best wealth managers.
Steve and his wife, Jane, have been married for over 36 years and live in Scripps Ranch. Their twin son and daughter are grown and are pursuing their own careers. In 2010, Steve was a finalist for a national community leadership award for his role as a mentor at the Academy of Finance at San Diego High School. In his spare time he enjoys travel, sports and playing golf.