Meet Steven
Steve is Director, Wealth Strategy of Tax Planning and is based in Houston, Texas. He joined Mercer Advisors in 2022 after serving as Director of Tax Services at Cresset. Before that, he held tax manager positions at various firms including Baker Tilly, Ernst & Young, UHY LLP, Grassi, and Janover. Steve earned a Master of Science in Taxation from Bentley University and a BSBA degree in accounting from Northeastern University. He is also a certified public accountant (CPA). Steve finds motivation in helping teammates, prospects, and clients with tax-saving strategies for the short term as well as the long term.
His working style
Steve is known for his caring attitude. He enjoys helping others with any tax questions, both large and small and anywhere in between. He thrives on building relationships and helping teammates and clients whenever possible. Steve is the author of many articles on merceradvisors.com and acts as a knowledgeable resource for the tax team.
Steven in real life
Any words you try to live by?
Be kind and caring because everyone you meet is dealing with something (if not more). Helping others is its own reward.
How do you give back?
Facilitating Christian grief support groups at church has helped bring this caring ministry to Mercer Advisors. I am a mentor at Mercer Advisors internally in both the InvestHers and Financial Literacy groups. In addition, my wife and I support multiple children through world relief organizations. I am also a church council member as well as treasurer for a Christian men’s ministry called Castimonia.
What keeps you busy outside of work?
I feel blessed to be married to Margaret, who is quite a talented musician (piano tutor and gifted clarinet player) as well as an aspiring author (she’s published in “Chicken Soup for the Soul,” among others). I am the father of five children, including four daughters and a deceased son. I have one grandson and one granddaughter. My wife and I enjoy live theater, concerts, and comedy.
Steven’s snapshots
Meet Steven’s Teammates
Logan L. Baker
Director, Wealth Strategy — Estate Planning
What Steven Says
Logan is the ultimate estate planning professional and is a long-time colleague and teammate who works to grow the Mercer Advisors offering. His presentation style and knowledge have taught me so much, and they have helped change my approach.
Joanna Geier
Sr. Wealth Strategist, Ascend
What Steven Says
Joanna is a financial planning whiz with a talent for building complete and accurate financial plans as well as displaying a calming presentation style. Her understanding of the tax and legal aspects of a client’s balance sheet makes working alongside her on many prospect meetings so enjoyable.
David Oh
VP, Wealth Strategy
What Steven Says
David’s delivery style of presenting clients’ estate planning options is a treasure to behold. Although he prefers to keep things simple, his thoughtfulness and thoroughness build trust in his tax and estate planning knowledge. David’s leadership has helped build our team and has helped my growth.
Jonathan Gossens
Sr. Investment Strategist
What Steven Says
I have learned so much about individual investment portfolio options and planning at Mercer Advisors from working with Jon. Though this is often the most complex component of our family office offering, Jon makes it easy to understand.
John Taylor
Tax Manager
What Steven Says
John and I have worked closely together for the last several years. I’ve often considered John a younger version of myself. His family values, faith, attitude, work ethics, and helpful attitude are a blessing to all who work with him.
Articles by Steven
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