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About Steve

Steve’s special interest is working closely with the mature single woman. The reason for this specific service is throughout his career he has seen too many women, particularly the newly divorced and widowed, taken advantage of by some in the financial services arena.

Steve has made it his mission to help as many women as he can make sense of the complexities of the world of finance, in a transparent and holistic manner.


Established 1980.

Steve has developed a financial planning process designed to help the mature single woman become financially independent, and to maintain that independence throughout her lifetime.

Steve is a financial advisor/coach with more than three decades of experience, concentrating in retirement planning and lifetime financial security.

His educational background includes studies in retirement planning and investment management from the College for Financial Planning, Denver, CO.

His dedication to his clients’ best interests and philosophy of safety first helps protect their financial security.

Steve grew up the eldest in a family of eight children and a divorced single mother so he understands the struggles faced by all who have not been graced with wealth and privilege.

Steve will work hard for you, with total transparency, and with your best interests uppermost in mind at all times

Let’s work together



888 320-9624