There was never any doubt Steve would be a financial advisor. Rich has told stories about Steve’s investment choices as a child, and they were always smart and innovative. He was just meant to be an advisor.

Steve finished his accounting degree and started in tax and advisory practices immediately after graduation. Over the last 15 years he has excelled in both areas of practice.

Steve works with individual clients on their financial planning, investment strategies, and their advanced product needs and he runs the show at Diversifed Tax Services.*

*These are credientials held to facilitate the services provided as OBA (outside business activities) that are conducted through other businesses that have no direct relationship with DTS Financial Advisors, LLC or Independent Financial Group. These services related to these credientials are only offered through a signed engagement agreement with these entities that specifically define the entity providing service and separate these services from DTS Financial Advisors and IFG.