Before joining IDA, Steve gained experience in both startups and real estate investing, where he developed a practical understanding of business operations, investment strategy, and disciplined decision-making. Steve studied International Business and Finance at Seattle University and Washington State University.

He holds his Series 65 license and is currently pursuing his CFP® designation.At IDA, Steve serves as an Associate Wealth Adviser, focusing on understanding each client’s unique story to develop personalized financial strategies. He works closely with clients to help ensure their plans are thoughtful, practical, and aligned with their long-term goals.

Steve lives in Oceanside with his wife and son. Outside of work, he enjoys playing ice hockey and spending time outdoors.