About
Steven
Steven supports clients across financial planning, investment management, and tax strategy.
Before entering wealth management, Steven built his career in commercial real estate. He began in real estate development at Embarcadero Capital Partners, then joined Apple's Real Estate & Development team. That combination of financial analysis and large-scale project execution helps give him a disciplined, detail-driven approach to helping clients plan for major financial decisions.
Steven lives in Northern California with his wife. Outside of work, he's an avid golfer, playing regularly in the Bay Area and Lake Wildwood and is always working to sharpen his game. He also enjoys hiking and planning his next big vacation.
Education and Professional Milestones
-University of Michigan - bachelor’s degree in aerospace engineering
Steven supports clients across financial planning, investment management, and tax strategy.
Before entering wealth management, Steven built his career in commercial real estate. He began in real estate development at Embarcadero Capital Partners, then joined Apple's Real Estate & Development team. That combination of financial analysis and large-scale project execution helps give him a disciplined, detail-driven approach to helping clients plan for major financial decisions.
Steven lives in Northern California with his wife. Outside of work, he's an avid golfer, playing regularly in the Bay Area and Lake Wildwood and is always working to sharpen his game. He also enjoys hiking and planning his next big vacation.
Education and Professional Milestones
-University of Michigan - bachelor’s degree in aerospace engineering