Steve is a Senior Portfolio Manager with the Portfolio Management Program through UBS Wealth Management Services. He has been a Financial Advisor for thirty-plus years having been at UBS for the last nine. Steve graduated from Humboldt College with a Bachelor of Science in Business. Born and raised in Carmel, CA, he settled in Menlo Park, CA where he and his wife have raised their four children.

Steve's mission is to provide quality strategies customized to your needs and to be your primary source of financial advice. To this end, Steve and his assistant, Colleen Erickson, concentrate their efforts on developing long-term relationships through a commitment to quality client service. Steve works on creating and executing an investment plan for clients, designed to meet their individual needs. He considers clients his friends, and because of that, puts their interests first and foremost.

• Humboldt College - Bachelor of Science in Business

• Certified Financial Planner
• CA Life/Annuity License 0A41356

• Board of Directors Sacred Heart Schools, Atherton, CA

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