Knowledge, experience, leadership And the confidence to pursue your goals

     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.  He is a member of the esteemed President’s Council representing UBS’ top advisors and was a 2018 recipient of the UBS Aspire Award for collaboration, leadership and service. 

     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 eadership and community service.  In his leisure time, Steve enjoys open-water swimming, playing tennis, traveling with his family and listening to live music.

Accomplishments

  • UBS President's Council
  • 2018 UBS Aspire Award Recipient

Education

  • Bachelor's Degree - International Relations - Tulane University
  • Institute of Political Economics - University of Cambridge, England.
  • Master's of Business Admininstration - Advanced Finance - University of South Florida

Personal & Community

  • Inductee - Rancho Bernardo Hall of Fame
  • Mentor- American Corporate Partners Veteran Mentorship Program
  • Past Member, Board of Directors - Casa de las Campanas- A Continuing Care Life Community
  • Past Chair, Board of Directors - Poway Center for the Performing Arts Foundation

Registered States:

AK, AL, AZ, CA, CT, FL, GA, IN, MN, NC, NM, NV, NY, OR, PA, SC, TX