Meet Steve
Steve is a Sr. Tax Associate based in Woodland Hills, California. He joined Mercer Advisors through the acquisition of Singer Burke, where he served two years as a Sr. Tax Accountant, helping with multistate individual, corporation, partnership, and estate tax returns. Before that, he served at Fulton Management and Patrick Young, CPA. Steve earned a B.S. degree in management science from the University of California San Diego and an Accounting Certificate of Achievement from Santa Monica College. He is also an IRS enrolled agent. Steve finds motivation in applying his experience with tax laws to each individual situation to help clients reach their financial goals.
His working style
Steve is known for being patient and calm. He explains complex information in a way that is easily digestible for clients to help ensure they have clarity and confidence.
Steve in real life
What keeps you busy outside of work?
I spend most of my time with my wife, son, and dog. We love to go to Disneyland, and I am helping my son grow his love for the Los Angeles Dodgers.
Favorite thing about where you live?
I love being able to work in the office or at home for the week and then go hiking and spend time at the beach over the weekend. And having great food and weather throughout most of the year never gets old.
Why do you like working at Mercer Advisors?
I enjoy working with team members who all have the team-first mentality and step up when help is needed.
Meet Steve’s Teammates
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