Voya Financial Advisors



726 Beaumont Ave
Beaumont, CA 92223






Steven started in the financial services industry with an insurance license in 2003 and securities registration in 2004.  Going to work fulltime for Waddell & Reed in Riverside in 2008, he began to understand that investors needed a more holistic approach to life planning.  Steven moved his personal practice to ING Financial Partners (now Voya Financial Advisors, Inc.) to work as an independent representative of the national broker-dealer.  Steven participates in continuing education for IRAs, annuities, life insurance, long-term care, Social Security, and the changing paradigm for retirement in America.  Remaining relevant on current issues and education are career-long ambitions for Steven.  Steven maintains Series 6,63,65,7 securities registrations.

“I’m not in this business for the short-run.  It’s a lifelong pursuit of offering sound financial advice that most interests me.  I need to see that my work positively benefits people in a meaningful way.  For me, that is the true fulfillment of my purpose”.     

I am 20 years married to my best friend Lisa.   We are raising 2 teenage boys, Kevin and Nathan.  We both work in a professional career; she is a company Controller by profession and Certified Public Accountant by licensing.  We travel in the Summer months and follow MLS soccer during the year.   We adopted a stray dog named Joey and he travels with us on vacations.  I grew up in the 1970’s playing recreational soccer and eventually burned out.  That transitioned 25 years later into coaching our 2 boys through 8 years of soccer.  Our youngest son continues to play developmental soccer for an Inland Empire soccer club. I grew up in a motorcycle family that raced in the CA desert.  I am the youngest son in the family and did very little competitive racing, but the love for the sport lives in me.  I continue to ride a dual sport (CA-licensed dirt/street) motorcycle with friends and riders I’ve met locally.   A good riding day for me is 100-200 miles in mostly dirt/some pavement.  

“Our local mountains offer beauty and great recreation.  The freedom of motorcycling is one of the great joys in life.”