Vice President | Portfolio Manager | Phoenix
Steve is Vice President and Portfolio Manager at First Western Trust’s Phoenix location, and is responsible for building and maintaining portfolios for Phoenix’s investment clients. Steve works with the Phoenix team to provide an exceptional, holistic approach to investing and wealth management for clients, their families, and their businesses.
Prior to joining First Western Trust, Steve was a Vice President and Financial Advisor for Wells Fargo Advisors, where he focused on servicing and acquiring new clients and instituting portfolios for their retirement and wealth needs. Steve has more than 15 years of experience in investments and wealth management.
Credentials
- Bachelor’s Degree in Speech Communications from Whitworth University, Spokane WA
- NASD Series Licenses 7, 63, and 65
Involvement
- Member, Paradise Valley United Methodist Church
- Vice President, Business Networking Associates
- Active in Scouting