Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Steve is a founding partner of Torrey Pines Wealth Management, a UBS Signature Team. Together with his team, Steve designs comprehensive wealth management solutions - including strategic asset allocation portfolios, business exit-planning strategies and wealth preservation solutions- for a select group of business owners, executives and high net worth families.
Steve has profound experience in the wealth management industry - successfully helping clients exit their companies, retire comfortably, and securely pass their wealth along to future generations. He is dedicated to lifelong learning and professional development and has earned the Wealth Advisor and Certified Exit Planning Advisor (CEPA) designations.
Steve has earned an M.B.A. in Advanced Finance from the University of South Florida and a B.A. in International Relations from Tulane University, where he studied abroad at the University of Cambridge, England. Prior to his career in wealth management, Steve served as a helicopter pilot in the Marine Corps where he was decorated for performance in peacetime, humanitarian and combat operations. Steve recently retired as a Lieutenant Colonel after twenty-three rewarding years of active duty and reserve service.
Steve and his family reside in Rancho Bernardo. Steve enjoys giving back to his community and is an inductee into the Rancho Bernardo Hall of Fame in recognition of his leadership and community service. In his leisure time, Steve enjoys open-water swimming, playing tennis, traveling with his family and listening to live music.
Recognized as an industry leader:
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
Senior Client Associate
DeNeen is a Senior Registered Client Service Associate with Torrey Pines Wealth Management. Her primary responsibilities include leading the team's day to day operations and providing superior client service. She is most passionate about working with clients through all stages of the financial planning process and has shown excellence when taking care of client needs through personalized interactions. DeNeen is instrumental to the success of Torrey Pines Wealth Managements' processes and systems.
DeNeen has over 25 years of experience in the financial services industry. She started in the industry in 1993 as an office assistant and then went on to work with an independent brokerage firm for 15 years, where she helped build a thriving practice. Prior to joining UBS in 2017, DeNeen worked as a Portfolio Associate with Morgan Stanley for 9 years. DeNeen holds her Series 7, 63, and 66 licenses.
DeNeen grew up in San Diego and resides in Carlsbad with her husband, Mike. In her leisure time, she enjoys outdoor activities and spending time with her three daughters and grandchildren.