Steve joined KWB Wealth Managers Group in May of 2009. Steve currently holds Series 7 & 66 registrations through LPL Financial, is a Certified Investment Management Analyst® (CIMA) professional. Steve is a registered assistant with LPL Financial.
Steve has been in the investment industry since graduating from the University of Redlands in 2005 with a Bachelor’s of Science in Business Administration and was a four-year varsity letterman in baseball.
Steve married his beautiful wife, Kelsey, in June of 2013, bought a home in Yucaipa in October 2013, and had their son, Daniel, in April 2014.
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