Steven brings 15 years of experience in the financial industry, including roles in commercial banking, insurance, and tax preparation prior to taking on investment management responsibilities in 2012. As Chief Investment Officer of The Financial Advisor Group, he led the firm's investment research, asset allocation, and trading activities before bringing his skills to Wealth Enhancement Group in 2024.

Steven is a native Houstonian and lives in Timbergrove with his wife, Erin, and their three children. He enjoys spending time outdoors and volunteering at his children’s school. He is currently a trustee of the St. Anne School Foundation.