Steve has been providing wealth management services to affluent clients for more
than 25 years. After graduating from The University of Texas with a Bachelor of
Business Administration degree in finance, he spent seven years at Southwest
Business Corporation directing the investment management platform for a multi-billion-
dollar financial institution. Since joining RBC Wealth Management in
2000, he has earned several financial designations. In 2001, Steve completed the
Certified Investment Management Analyst (CIMA®) program at The Wharton School,
University of Pennsylvania. In 2005, he earned the firm’s internal designation of
Accredited Wealth Manager (AWM) sponsored by RBC and The Estate and Wealth
Strategies Institute at Michigan State University. This credential demonstrates
advanced knowledge of the firm’s wealth management process, concentrating in the
areas of retirement planning, advanced investment strategies, insurance solutions,charitable giving, and estate and trust planning. In 2006, Steve earned the Accredited
Investment Fiduciary (AIF®) designation. In 2013, he was selected as a member of
the inaugural Boot Camp for Investment Stewards at the US Military Academy at
West Point, New York. Through this program, he served on the Global Leadership
Council and received the Global Fiduciary Strategist (GFS) designation. In 2018,
Steve graduated from the Securities Industry Institute (SII) three year executive
program at The Wharton School, University of Pennsylvania.
In addition to serving as his clients’ primary financial advisor, Steve is the branch
director of the San Antonio office. He is a member of the Senior Consulting Group
and has served on the firm’s Advisory Council since 2002, where he represents RBC’s
Private Client Group for the Western United States. He also serves on RBC’s U.S.
Investment Advisory Committee and is a member of the Investments and Wealth
Institute, Fiduciary Institute 360, Global Leadership Council, and the Institute of
Business and Finance. He’s served as an accredited investment counselor for The
Evelyn Brust Financial Research and Education Foundation. In 2015, Steve was
named to the Financial Times Top 400 Advisors list in the U.S. and in both 2016 and
2017 was named Branch Director of the Year at RBC Wealth Management (U.S.).
Steve is active in his community and has worked closely with several charitable
organizations. He currently serves on The Nature Conservancy’s San Antonio
Advisory Board and is an investment partner in two local restaurants. Outside of
work, Steve enjoys traveling with his wife and two children, coaching youth
lacrosse, and serving as a scout leader.
