Steven joined Alternativ after 7 years growing, refining, and supporting a TAMP program at another firm. He brings his onboarding, billing, and account servicing expertise to Alternativ to simplify things for both Advisors and their clients. Steven also worked at a consulting firm providing process and technology best practices to Financial Services firms around the country. When he's not working, Steven enjoys spending time with his wife and two young kids hiking, skiing, and exploring in the Pacific Northwest.
Steven studied Economics at Goucher College before completing the CFP coursework at The American College. Steven currently holds his CFP and ChFC designations, and enjoys keeping up on new technology and trends in Financial Planning.