LPL Financial Advisor

Steven has been a financial advisor since he graduated from the University of Oregon in 2009. He has a degree in business administration with a specialty in finance.

He has obtained several designations, including Chartered SRI Counselor SM, to continue his passion for socially responsible investing. His other designations include Chartered Retirement Planning Counselor™ and an Accredited Portfolio Management AdvisorSM.

His areas of expertise include investment management and strategy, providing comprehensive advice for his client’s financial futures, and serving as the head of economy research for the practice.

Steven has two beautiful little girls that he spends much of his home life doting on.


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