Steve is the Co-Founder and COO of Tower 68 Financial Advisors, where he has been instrumental in the firm's growth. Known for his strategic leadership and operational excellence, Steve brings over 20 years of experience from Oppenheimer & Co. Inc.'s Los Angeles office. During his tenure, he built a reputation for attracting and retaining top sales talent and leading with efficiency. Named Oppenheimer’s Branch Manager in March 2020, Steve’s commitment to fostering high-performance teams has been a cornerstone of his success.
Steve began his career in 1984 with Dean Witter Reynolds Inc./Morgan Stanley, establishing a strong foundation in the financial industry that continues to inform his leadership today.
Now residing in Huntington Beach, Steve is an avid golfer and serves as a San Fernando Valley Community Committee Member for the SCGA Junior Golf Foundation, showcasing his dedication to community engagement. A passionate sports fan, Steve roots for the Dallas Cowboys and the Los Angeles Dodgers.
Steve is a devoted family man. He has a grown son, a renowned yoga instructor, and deeply values time with his wife and two younger daughters. Whether hosting family gatherings, enjoying a round of golf, or bike riding along the beach, Steve prioritizes making meaningful memories with his loved ones.