MEET STEVEN

Steven helps clients have peace of mind by addressing the challenges and opportunities presented by their wealth including tax compliance and minimization, investment management, charitable giving, trust and estate administration and wealth transfer to future generations. Steven listens carefully to understand their goals, concerns, and desires. He is passionate about proactive planning, and one of his greatest satisfactions in life is seeing clients achieve the outcomes they desire as a result of careful planning, discipline, and perseverance.

Steven is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner. He is a member of the Willamette Valley Estate Planning Council and American Institute of Certified Public Accountants. He graduated cum laude from Brigham Young University with a B.S. in Accounting.

Away from work, he enjoys spending time with his wife Rachel and their four children. Together they enjoy spending time in the outdoors including biking, hiking, and swimming. In addition to the Willamette valley they enjoy the splendor of the high desert of eastern Oregon and lush beauty of the Hawaiian islands.