As a financial advisor over the past 30 years I have helped clients navigate many varied market cycles through various stages of asset accumulation and ultimately through retirement.  Along the way, our plans address financial protection needs for families and individuals to assure their goals are achieved depsite adverse risk events that may put those plans in jeopardy. Steve holds the ChFC (Chartered Financial Consultant) designation with a Series 7 securities and Series 66 fiduciary advisory registrations.

Over the past 30 years he has built an independent private practice focusing on comprehensive investment and insurance planning for individuals, small businesses and professionals to reduce potential taxes, provide security in retirement and maximize wealth transfer at death.

Steve and his wife Madeleine reside in Centennial, Colorado with 5 of their eight children now married (with grandbaby #16 on the way!), with one son in Spain studying for the priesthood, and two in high school / college. An avid road cyclist, outdoorsman and skier, as time permits, he is actively involved in his faith community and has served on various school and non-profit boards over the years including the investment committee for the Catholic Foundation of Colorado. 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!