Role with Integrity Financial & Insurance Services: Financial Risk Analyst and Advisor, leading initiatives that focus on client satisfaction and retention by using proven data analysis methods and technology.
Steve has over 15 years of working with growing businesses and families to achieve their goals of growing their bottom line. He graduated from Cal State San Bernardino’s Jack H. Brown College of Business and Public Administration in 2012 and has a personal passion for exceeding expectations and cultivating relationships to last a lifetime. He is often described as a “people person” and “problem solver” with an attitude focused on learning from all experiences.
Steve strives to create a family-type atmosphere in which his clients truly feel their financial interests and well-being are my priority and demonstrate this with detailed illustrations and examples to offer peace of mind. he wholeheartedly believes in what he does and enjoys “Creating, Building, and Protecting” his clients’ legacy. Every client presents a unique situation and I take great steps to develop custom-tailored financial plans for individuals, families, and businesses using prudent wealth planning techniques.
Our Firm believes a proper financial strategy blends both time-proven tactics, as well as innovative new technologies to develop reliable income streams and Steve continues to spend time learning about the ongoing evolution of the financial, retail, and manufacturing marketplace.
Steve has a passion for sports, faith, writing, the outdoors, and networking, and I can often be found playing and volunteering as a youth coach.
If interested in learning more about Steve, and the services he can provide, please do not hesitate to contact him.