Steve is a Certified Public Accountant registered to practice in the states of Washington, Calfiornia and Colorado. Steve launched the CPA firm in 1983 with the express goal 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. This has included many very interesting and fulfilling situations such as stepping in as the CFO or controller for small and medium size entities, as well as managing a shopping center, family estates and many other rewarding experiences. Prior to launching the firm Steve worked for several years with national CPA firms that provided very valuable experience with many different industries including hotels, ski resorts, technology, manufacturing, real estate and construction, legal services and many others.
Licensing: CPA: Washington, California & Colorado; Financial Advisor: Series 7, 66, Washington, California
Education: Masters Degree, Economics, California State University, Long Beach; BS, Business Finance, CSULB.
Affilliations: Washington Society of CPAs, California Society of CPAs, AICPA, American Economic Association, Sigma Alpha Epsilon National collegiate fraternity