Steve serves as a financial adviser with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Dedicated to the highest ethical standards, Steve provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals. Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, LLC.
Steve is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Steve and his clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances.
Steve has successfully passed his Series 7 & Series 66 exams; and holds his Washington State Life and Disability Insurance license. He graduated from Washington State University with a Bachelor’s degree in Business Administration with an emphasis in Finance as well as Marketing. Steve remains active in the WSU community through his involvement in the WSU Alumni Association. When he isn’t working, Steve enjoys a number of different activities including sports, hiking, camping, traveling, going to Mariners games, and spending quality time with his family.