I came to The Wealth Conservancy in September of 2000 when my wife, Lana, and I needed a change of pace. In true frontiersman fashion, we made the trek west from Boston. I have been in the financial services industry since 1988. While I have a sound foundation of financial planning knowledge, my real passion is keeping up with the ever-changing world of investments. This is my specialty at TWC: I review client situations, develop investment policy statements, then implement and monitor client portfolios. I relish my relationships with clients and achieve great fulfillment every time one of them passes a financial milestone.
When I am not living and breathing finance, I enjoy reading (yup—usually investment stuff), gardening, and anything else that lets me be outside. I especially appreciate time spent with Lana and our two kids, Cole and Tess, who help remind me daily what's really important in life.
Steve can be reached by email at steve@thewealthconservancy.com.
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