“As financial planners, we think it’s important to understand the stories behind our client’s financial picture — and learn where they see themselves in the future.”

Steve has more than 31 years of experience providing wealth management services including estate, retirement and tax planning. He holds the distinction of being one of the first CPAs in the U.S. to earn a Personal Financial Specialist (PFS) designation.  He provides fee-only personal financial and investment planning services to clients, and has been recognized as one of the 'Top 250 Best Financial Advisers in the U.S.' by Worth magazine.¹ He has also been featured in Accounting Today as one of the ‘Names to Know in Financial Planning.’

Steve holds a BSBA degree in accounting from the University of Denver. He is a Certified Public Accountant in Colorado, Minnesota and Nevada. He is active in the American Institute of Certified Public Accountants, and the Colorado Symphony. He lives with his wife, and has two sons who are recent college graduates.

1 Worth Magazine July/August 2002