Co-Chief Compliance Officer
Steve has over 15 years of Financial Services experience. Before joining the Wealth Consulting Group, Steve was the Chief Operating Officer for a MassMutual agency in Denver. Steve has focused on process and operational improvements and building solid cultural relationships throughout his career. He is currently responsible for the firm’s regulatory compliance, among other initiatives. Steve holds the Series 6, 7, 63, and 24 licenses with LPL Financial.
In his free time, Steve enjoys hiking, camping, boating, and other outdoor activities that Colorado is known for. He is also an avid sports fan and enjoys coaching youth basketball and football. Steve is married and has four wonderful children.