Regional Vice President
Over the course of his career, Steve has excelled in all facets of wealth management, including asset management, comprehensive financial planning, and complex estate planning that uses trusts and limited liability entities to help protect and pass on wealth to multiple generations. Steve began his financial services career in 2005 as a financial planning consultant and regional consultant at Fidelity Investments. He attended the University of Arkansas School of Law and holds a juris doctor degree and master of business administration degree, as well as the FINRA Series 65 license. When not in the office, Steve can be found somewhere outdoors with a good book.