Steve has been providing strategic planning and investment advisory services to individuals and institutions 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 has 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.). In 2018, he was recognized in On Wall Street’s Top 75 Branch Managers list.
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.
