Steve is a Series 66 Registered Investment Adviser Representative, a Texas General Lines Insurance agent since 2003, and our Insurance and Benefits Plan Specialist. With over 25 years of ‘hands-on’ experience in owning and managing his own small business ventures, his expertise and unique specialization in 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 and has been married to his lovely wife, Sheri, since 1992. They relish their time with their 3 active children and 5 grandchildren. 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 or a round of disc golf with him.
Call: 817-442-5835