About Steven M.
Steve has over 25 years of industry experience. After serving his country as an Armor Officer in the U.S. Army, Steve joined SEI Investments where he served in various positions. He eventually rose to a senior leadership position within the Investment Advisor Channel. He established a joint venture between SEI and Schwab.
Steve started PIMCO’s Independent Advisor Channel where he served as national sales manager. He built the internal and external sales force from the ground up. In the early 2000’s, Steve followed another passion and founded a socially responsible education company that resulted in thousands of struggling children achieve grade level standards and beyond. Steve returned to the Financial Industry where he worked to establish distribution for smaller boutique asset management firms. Eventually, Steve entered the advisor world where he successfully took a firm from $30mm in AUM to $250mm in AUM in just 24 months. Most recently, Steve has been an Investment Banker where he has represented Large RIA’s and boutique Asset Management firms on both the buy and sell side of transactions.
Steve graduated as a Distinguished Military Graduate from The Florida Institute of Technology in 1989 with a degree in Business Finance. He is passionate about spending time with family and friends. Steve loves helping people work towards achieving their goals and develop into superstars. He also loves to play golf and the guitar.
