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Market Update | January 2023
A year ago, markets were coming off one of the...
Vice President,
Financial Advisor
Steve joined CAPTRUST in 2022 from Frontier Wealth Management and serves as a vice president and financial advisor. He has more than 20 years of experience in the financial services industry, focusing on asset allocation, investment management, tax analysis, estate planning, and retirement planning.
Steve earned a Bachelor of Arts degree in English from Creighton University and holds a Certified Financial Planner (CFP®) designation. Outside of work, he enjoys playing golf and the guitar, as well as watching Colts football.
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