For over 18 years, Steve has put his clients first, and that’s a tradition he’s continuing at Strategic Portfolio Solutions, LLC. He knows one size doesn’t fit all, and he makes sure his clients’ plans make sense for their goals. He loves helping others. That dedication and seeing a client's plan come together, is what he loves most about his role.
Steve earned his BFA from Southern Methodist University and is a Certified Financial Planner (CFP®). He holds his Insurance & Series 66 licenses. Whenever he’s not at work, he enjoys attending concerts, exercising, going to SMU athletic events and spending time with his children Mackenzie, Averie, Logan, and his granddaughters Lake and Owen.
Steve was a Southwest Conference champion and All-American Diver at SMU, made the US national diving team, and made the finals of the 1980 US Olympic Trials.
He is a proud member of the Grapevine AMBUCS. The Grapevine Chapter of AMBUCS is comprised of business people from The Grapevine and surrounding communities and is dedicated to inspiring mobility and independence for people with disabilities.