Steven has more than 15 years of experience consulting with clients in all aspects of their wealth management needs. According to Steven, “I believe in delivering a first-class client experience through clear communication and a simple educational process. I do that by helping clients to be disciplined in their approach as we implement and follow through on the plans we agree to. We embrace a ‘stay the course’ philosophy that is focused on the determined investment time horizon.”
Steven joined Stephens in 2018. Previously, he was a Vice President and Regional Director at Investment Professionals. He began his investment career with Morgan Stanley.
Steven received a Bachelor of Business Administration in Finance from the University of Central Arkansas.
Steven previously served on the Arkansas Children’s Hospital Board and the Arkansas Children’s Foundation Board.
Steven has three children, Carsen, Maggie, and Sullivan. Steven spends the majority of his free time involved with his children’s sporting activities, either watching them play or volunteering as a coach in basketball, baseball, softball, soccer and volleyball. He also enjoys spending time in the outdoors hunting, fishing, kayaking or playing tennis.