Serving Business Owners
Along with traditional wealth advisement, Steve has many years of experience, working closely with first- and second-generation business owners and their families.
Steve has a unique perspective as an advisor for business owners because of his previous background as a territory manager for a Fortune 500 consumer products company. As a result, he understands branding, positioning, distribution channels, product pricing, retail distribution, product promotion, and the overall product lifecycle. This perspective, along with his business education, and being a business owner himself, makes him better able to understand the business owner’s needs.
A Passion for Making a Positive Difference
Steve has a passion for making a positive, life-enhancing difference for his clients and their families. He achieves this by developing a deep understanding of their situation and needs, delivering planning and solutions, and providing the highest level of client service possible – “it’s a relationship business.”
Steve continues to actively learn, attend conferences, and develop planning processes such as the firm’s Focused Wealth Process, “Purposeful Conversations,” and the firm’s Family Legacy Development Process.
Steve is also experienced in helping high-net-worth families develop a Family Legacy Plan, which involves facilitating family retreats to help the family establish a family vision statement, mission statement, and financial philosophy statement. Ultimately, a written family legacy plan is created, family meetings follow, and the family begins on the road to family governance.
Founder of Sacramento Business Advisors Network
Steve is President and Founder of the Sacramento Business Advisors Network, an exclusive organization of established advisors who collaborate to share best practices for serving business owners. He is also an active participant in his community, volunteering his time on many charitable boards.
His Family and Passions
Steve resides in Carmichael, CA, with his wife, Cynthia, of 29 years. They have a son, Kevin, who lives in the Nashville area. In his off-hours, Steve enjoys spending time with his wife, building friendships in the community, giving back, staying fit, traveling, reading books, studying history, economics, and capital markets, and being an accomplished guitar player and collector.
Current Memberships
- National Association of Plan Advisors
- Sutter Club, House Committee
- Purposeful Planning Institute
- Financial Planning Association, Northern California Chapter, Board Member
- Business Enterprise Institute
- Sacramento Estate Planning Council
- Sacramento Business Advisors Network, President/ Founder
Past Memberships
- Boy Scouts of America, Golden Empire Council, Executive Board
- Advisors in Philanthropy
- Idaho Technology Council
- National Committee On Planned Giving
- Client Centered Planning System™ Alumni
Vistage - Peak™ – Professional Development Group
- Phoenix Best Practices Network
- Rotary Club of East Sacramento/Board
- National Speakers Association
- Leadership Sacramento, 2008
- Sacramento Metropolitan Chamber of Commerce
- Sacramento Area Trade and Commerce Organization (SACTO)
- Sacramento Child Advocates, Board of Directors
- Sacramento Child Advocates, Executive Committee
- Boise Metro Chamber
- Sacramento Professional Advisors Network – Co-founder and President
- Finance Council Board Member, St. Johns Church
Steve holds his Series 7, Series 63, and Series 65 registrations through Equitable. CA Insurance Lic# 0B74763
