Steve was born in Oklahoma, grew up in the Chicago area, and attended schools in Durango, Colorado, and Santa Barbara, California. Steve earned a degree in business economics. 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 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 is an Investment Adviser Representative of the Commonwealth Financial Network.
Steve is a founding benefactor and president of The Marina Foundation. Steve also serves as president of the National Steinbeck Center, a board member and treasurer of the United Way for Monterey County, a member of the United Way Finance Committee, and is on the Marina High School Curriculum Design Team. He served as president of the Marina Chamber of Commerce three times, served on the Marina Economic Development Commission (2006-2020), the Board of Directors of the Marina Police Activities League (PAL) (2018-2021), and was a co-creator and chairman of the Marina International Festival of the Winds.
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 moved 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.