Biography

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 21 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 Senior Accountant for our local City by profession and a Certified Public Accountant.  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.”