Senior Vice President–Wealth Management
Financial Advisor
Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.
Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.
Steve is a long-time board member of the Association of Corporate Growth of Orange County. Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.
CA Insurance Lic #0E59035
Senior Vice President–Wealth Management
Financial Advisor
Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.
Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.
Steve is a long-time board member of the Association of Corporate Growth of Orange County. Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.
CA Insurance Lic #0E59035
Senior Registered Client Associate
Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Past experience
– Senior Registered Client Associate, Morgan Stanley
Education and credentials
– B.S. in Business Management, University of Phoenix
– Series 7, 66 and 31 securities licenses
Senior Registered Client Associate
Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Past experience
– Senior Registered Client Associate, Morgan Stanley
Education and credentials
– B.S. in Business Management, University of Phoenix
– Series 7, 66 and 31 securities licenses
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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