Steven has been in the industry since 2018 gaining experience as a paraplanner and associate adviser. When it comes to working on plans for clients, he prides himself on his attention to detail and analytical abilities.
Steven has a Bachelor of Science in Financial Counselling and Planning from Purdue University. He is passionate about continually advancing his knowledge and expertise in financial planning.
Born in Lafayette, Indiana, Steven moved to Australia in 2018 and has enjoyed embracing the Aussie lifestyle. A self-proclaimed geek, he loves video games and anime, and aspires to have a collection of cowboy boots. Since moving to Australia, he has chosen to follow Richmond in the AFL because they have the same colours as his university team.