Steven joined the Wilde Wealth team in January of 2015, bringing experience from both the independent advisory and brokerage environments. After coming aboard, Steven has worked with a wide range of Wilde Wealth clients to help meet their individual needs and provide excellent service. Since 2016, Steven has headed the Financial Planning division of Wilde Wealth and strives to deliver additional value to clients using personalized, comprehensive planning strategies.
After moving to the Phoenix area in 2007, Steven graduated with a Bachelors’ degree from Arizona State University and began working in the investment world shortly after. Steven currently holds Series 7, Series 63 and Series 65 securities registrations, as well as an Arizona Life & Health Insurance license. Steven attained the AIF® designation, which is the mark of commitment to a standard of investment fiduciary excellence. In his free time, he enjoys traveling, spending time in our lovely Arizona outdoors, and being with loved ones and friends.