Steven has been in the industry since 2018 gaining expertise as a paraplanner and associate adviser within that period. He prides himself in his attention to detail and analytical abilities to provide the most optimal solutions for clients.
Steven has a Bachelors of Science in Financial Counseling and Planning from Purdue University and continues to be passionate about advancing his knowledge and expertise in financial planning.
He was born in Lafayette, Indiana and moved to Australia in 2018. A self-proclaimed geek, Steven loves video games and anime, and desires to have a collection of cowboy boots. He has since picked an AFL team to follow (Richmond) because they have the same colours as his university team, and continues to embrace the ‘aussie lifestyle’.
