Get to Know Me

Hi, I'm Stephen (or Steve)—a husband, father to 4 boys, and lifelong numbers guy with a background in accounting and a passion for helping people make confident financial and real estate decisions.

Whether it's guiding clients through the mortgage process or coaching my boys baseball, I believe in showing up with integrity, patience, and a game plan. I lead with honesty and ethics in both life and work, striving to be someone my clients and community can always count on.

My days are rooted in family, fueled by community, and grounded in faith. My family and I attend Calvary Murrieta Church, which plays a big role in our lives and values. Outside of work, you’ll usually find me firing up the BBQ, playing a round of golf, or enjoying time by the water.

I bring both precision and heart to everything I do—whether I’m crunching numbers or coaching a team—and I’m here to support you with knowledge, clarity, and commitment every step of the way.

Regardless of where you are on your financial journey, we want to help you get to the next level. You want to make safe and smart decisions with your money but also enjoy your life and leave something for your kids and grandkids. It’s not easy but we want to support and help you grow your wealth.