Steve is a Series 65 Registered Investment Adviser Representative, a Texas General Lines Insurance agent since 2003, and our Insurance and Benefits Plan Specialist. With 20 years of ‘hands-on’ experience in owning and managing his own small business ventures, his expertise and unique specialization on plan design in the Qualified Plan market meshes well with entrepreneurial business owners who seek the best possible benefit experience for their valued employees in addition to identifying untapped value in group benefits and personal investment portfolios. Steve’s roots are in Houston, and he graduated from Baylor University, with a BBA in Finance in 1987 and an MBA in 1988. He lives in Frisco, is married to his lovely wife Sheri, of 26 years, and they relish their time with their 3 active kids. They are faithful members of Prestonwood Baptist Church. On weekends you can find him spending time around the house with family looking for someone who will play a game of racquetball with him.