Steve’s career in financial services began in 1983 with the Connecticut Mutual Life agency in Denver. Two years later he added his Series 7 securities registration with the Advisory Series 66 coming in 2005. Steve holds the ChFC (Chartered Financial Consultant) designation.
Over the past 20 years he has built an independent private practice focusing on comprehensive investment and insurance planning for individuals, small businesses and professionals.
Steve and his wife Madeleine reside in Littleton, Colorado with the youngest two of their eight children (and 11 grandchildren…so far!). An avid road cyclist, outdoorsman and skier, as time permits, he is actively involved in his faith community and serves on the Board of Trustees of his high school alma mater. He is past president of the Colorado State Association of Health Underwriters and was a co-founder of the non-profit organization Forming Families for the Third Millennium. He counts among his most cherished blessings - his Faith, his family and an incredible network of friends and clients who make it a joy to be in this business!