About Steven

Steven’s path into financial planning began unconventionally. Initially drawn to creative fields, he studied marketing and graphic design before a personal finance course shifted his direction. Inspired by the impact of financial literacy, he earned a degree in Personal Financial Planning from the University of Missouri.

A CFP^® professional with over eight years of experience, Steven also holds his Series 65 and insurance licenses and is a Certified Divorce Financial Analyst^® (CDFA^®). At Encompass More, he advises clients while supporting the firm’s growth—leading service enhancements, expanding business offerings, and optimizing advisor operations.

Guided by the principle “Treat every client like they’re your mother,” Steven is known for his empathy, efficiency, and transparent communication. Every recommendation is thoughtful and rooted in care.

Outside of work, Steven likes to spend time with his wife and golden retriever. He enjoys traveling, eating good food, and attending live sporting events. He’s active in his local Chamber of Commerce and supports community involvement through his wife’s vintage clothing boutique.

Whether advising clients or mentoring colleagues, Steven leads with intention—always putting people before products and relationships before transactions.