Associate, Central Operations
Steven is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Steven worked as a travel advisor for Aspire Lifestyles. Most recently, Steven was activated in full time duty status with the Arizona National Guard in response to the COVID-19 pandemic, serving in that role for almost 2 years. In his free time, Steven enjoys spending time outdoors or with friends, and is an avid country swing dancer.