Steven joined Pinnacle Advisory Group as an Operations Specialist in 2015. He decided to join the Pinnacle team when his interest in personal finance convinced him to leave Morgan Stanley. Steven now serves Pinnacle Advisor Solutions (PAS) as a Senior Operations Specialist. His responsibilities range from day-to-day account servicing to developing efficient processes, and leveraging technology to assist our PAS partners.
Steven is from the Baltimore area and lives in Bend, Oregon with his wife and son. He works remotely, providing extended hour coverage to our East Coast and West Coast PAS clients. Outside of work Steven enjoys hiking, skiing, running, and biking with his family.