Steve founded Tradewins in 2010 and grew the business organically from Rochester, New York. Steve relocated to the greater Houston area in 2022 to be closer to his grandchild. From Texas, he continued to scale the business across the country.
Steve's approach to financial planning focuses on a deep understanding of his clients to create a customized plan. Since everyone’s situation, needs, and ambitions are unique, no one financial plan is identical. Steve blends this tailored approach to financial planning with a strong acumen for portfolio management, where he dynamically adjusts investment strategy to long-term market trends.
Outside of work, Steve is a competitive bass fisherman and can often be seen driving across the country with his boat and his dog Patty.
Qualifications: Series 7, 65, 63