Steve is a Certified Public Accountant registered to practice in the states of Washington, California, and Colorado. Steve launched his own CPA firm in 1983 with the express goals of helping people, their businesses and their families successfully navigate the economics of life and business, including tax planning and financial services. This goal has been accomplished many times over the years by coordinating, facilitating, assisting, and guiding their efforts to reach desired goals and outcomes.
Licensing: CPA, Washington, California, Nevada & Colorado; currently active in Washington; Financial planning Series 7 and 66 securities licenses
Education: Master’s Degree – Economics, California State University, Long Beach; BS, Business Finance, CSULB.
Affiliations: Washington Society of CPAs, California Society of CPAs, American Economic Association, Sigma Alpha Epsilon national collegiate fraternity