Steve joined Adero Partners in 2020 and works as a Wealth Advisor, servicing clients throughout the West Coast. Many of his clients have complex estates with concentrated stock holdings, private equity, and other illiquid assets.
Before joining Adero Partners, Steve was in the Marine Corps and is a Veteran of Operation Enduring Freedom.
Steve graduated from the University of San Francisco with a Bachelor of Science in Business Administration with a concentration in Finance. Steve is a candidate for CFP® certification and has a Series 65 license.