From a career start on Wall Street with EF Hutton in 1981, to providing localized service in northeastern Oklahoma, Steve has managed more than $300mm as of 04/01/2024 in equity and fixed income portfolios. He works with individuals, businesses, and non-profit organizations to construct portfolios designed to meet each client’s unique needs.

Steve’s passion is helping clients to fulfill their financial goals. His disciplined investment process begins with a plan-based approach that captures the client’s financial situation, investment objectives and risk tolerance. He then applies his extensive experience in crafting equity and bond portfolios to develop a custom-tailored investment strategy.

Steve has more than four decades of experience in the private banking and financial services industry. Prior to joining the Tulsa office of Wells Fargo Advisors, he acted as the Executive Director of J.P. Morgan Private Bank. He holds an undergraduate degree in Finance from Rider University and a Masters in Business Administration from Rutgers University.

Steve earned the Chartered Financial Analyst® CFA® designation in 1993 and has participated at the CFA® Institute in determining and grading test material appropriate for future potential charter holders.

Steve and his wife, Janet, reside in Tulsa with their two children; Christa and Carson.

He helps to give back to his community by actively serving on the finance committee for the Diocese of Tulsa and is a former board member of the Oklahoma Alzheimer association. In his spare time Steve enjoys playing racquetball, exploring many of the bike trails across the country and traveling across the world with Janet.