Steven serves as Regional Group Lead for the Southeast region, overseeing a team of advisors and leaders. He drives the regional strategy, coordinates advisor activity across multiple channels, and supports the firm’s continued growth through business development. He also plays a central role in integrating new advisors who join through mergers and acquisitions, ensuring they are set up for success while maintaining the firm’s standards and culture. 

In addition to his regional role, Steven leads the firm’s participation in the Schwab Advisor Network (SAN), a national referral program that connects prospective clients with independent advisory firms. He works alongside advisors, centers of influence, and strategic partners to align goals, solve complex challenges, and deliver meaningful outcomes for clients and partners alike. 

With over two decades of financial industry experience, Steven has built a consistent track record of driving growth, leading high-performing teams, and executing complex strategic initiatives. Clients and colleagues alike value his thoughtful guidance, clear communication, and steady follow-through, qualities grounded in a straightforward belief that trust is earned through consistency, accountability, and putting people first. He graduated from Florida State University with a Bachelor of Science in finance and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. 

Steven and his wife live in Orlando, Florida, and have two children. Outside of work, he spends much of his time with his family, enjoying days out on the water and cheering on the Florida State Seminoles on game days.