Current Role and Professional Background:
As Senior Financial Advisor, Steve works directly with clients, addressing their financial planning needs. He also oversees client relationships and assists other team members with more complex financial advisory issues. Prior to joining Goodman Financial, Steve was a wealth management advisor at TIAA for five years. Before that, he spent six years at Chase Bank and Bank of America in both branch management and client relationship management roles. He has over 11 years of experience in the financial services industry.
Bachelor of Arts, Psychology, University of Virginia, 2002