As a CERTIFIED FINANCIAL PLANNERTM professional, Steve focuses on helping our clients plan for their retirement and then build an investment strategy to implement the plan. His role in the investment strategy is primarily focused on fixed income and asset allocation.
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 later joined RBC Wealth Management in 2012. Steve is also the branch director of RBC Wealth Management’s San Diego office.
Steve and his wife, Jane, have been married for more than 30 years and live in Scripps Ranch. Their son, Josh, is married with three sons and works in finance in New York City. Their daughter, Jessica, is married and is a pediatric orthopedic surgeon in Texas. 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.