As Assistant Regional Vice President at Vistia Capital, Steve is driven by a passion for helping advisors and clients unlock the full potential of tax-efficient investing. A retired U.S. Army veteran with 22 years of service—including roles in airborne operations and human resources—Steve brings a disciplined, mission-focused mindset to the world of private markets and alternative investment strategies.
Steve’s experience spans both sides of the table. Before joining Vistia, he spent years working directly with individuals and families as a licensed financial advisor—guiding them through complex decisions involving retirement income, portfolio construction, and risk management. Today, he uses that experience to support financial professionals in delivering advanced strategies to high-net-worth investors across the country.
Steve is a graduate of the University of Arizona, where he earned his degree in Finance, and holds his FINRA Series 7, 66, 63, SIE, and Life & Health insurance licenses.
When he’s not working, Steve enjoys traveling, golfing, storytelling, and diving into creative projects with his family. He is married and a proud father of three.