Managing Partner/Financial Consultant
Steve grew up in the Chicago area and attended schools in Durango, Colorado, and Santa Barbara, California. He spent almost 20 years in the advertising and broadcast industries in Southern California before moving to the Monterey area in 1996.
Prior to opening his own office in Monterey (now in Marina) in May of 2004, Steve was with Charles Schwab Private Client as a regional consultant (from Santa Cruz to Bakersfield) and with Morgan Stanley/Dean Witter in Salinas. Steve specializes in fee-based asset management and retirement services for individuals, companies, and nonprofit organizations. Steve holds FINRA Series 7, 9, 10, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth.
Steve serves on the Marina Economic Development Commission (since 2006), is co-creator and chairman of the Marina International Festival of the Winds, is a founding benefactor and president of the Marina Foundation, and has been president of the Marina Chamber of Commerce three times. Steve and his wife, Dorothy, co-chaired the effort to pass a local bond measure for the Marina Larger Library and served on its board of directors. Steve and Dorothy were named Marina's Citizens of the Year in 2002 and were recognized for their contributions to the Library on National Philanthropy Day in 2004.
Steve came to the Monterey Bay area in 1996 after almost 20 years in Santa Barbara. Here, he met his wife, Dorothy, and his two stepsons, Max and Daniel.
Dorothy was born in San Francisco and lived in Chicago and in Philadelphia before settling in Los Angeles with her family, from the age of 8 through high school. Dorothy is a graduate of Lewis and Clark College in Portland, Oregon, with a BA in foreign languages and is a graduate of the Middlebury Institute of International Studies at Monterey with an MBA in international management. Dorothy has resided in Monterey since 1981 where she has raised her two boys and married Steve in 1997. She is currently the office manager for the Marina branch office of First Pacific Financial Services and serves as treasurer for The Marina Foundation.
Kate is a graduate of Pepperdine University. She received her MA in psychology in 1983 with an emphasis on child development. For the past 23 years, Kate has been involved in social work and child development. Kate also has an administrative and legal administrative background. She arrived at the Santa Barbara office of First Pacific Financial Services in July 2005. Kate is also a real estate licensee with Sotheby's International Realty.