Steve joined Congress Asset Management in 2001. In his current role as Senior Regional Consultant, he is responsible for supporting the West Coast sales region. In addition, he is the Regional Director for the South-Central region covering Texas, Oklahoma, and Arkansas.

Prior to joining the firm’s sales team in 2008, he spent 7 years in various operations and trading roles within the firm.

In his spare time, he enjoys spending time with his family, making pizza, golfing, camping, and helping friends and family navigate Disney World!