Steve joined 1900 Wealth in 2025 as vice president and serves as an investment advisor. He is responsible for working directly with clients in order to collaboratively develop customized investment strategies that aim to meet their unique and specific financial goals. Steve is also responsible for supporting financial planning & analysis for 1900 Wealth.
Steve has over 20 years of career experience and he has had the opportunity to work in a wide range of corporate finance and treasury roles as a senior finance leader at both public and private companies. He has extensive experience in partnering closely with executives in order to develop financial plans and strategies, drive process improvements, and build effective teams.
Steve graduated magna cum laude with an MBA in finance and management from the University of Notre Dame and he was selected for membership in Beta Gamma Sigma for his scholastic achievement. Steve also graduated from Texas A&M University with a BBA in Management and was a member of the Texas Aggie Corps of Cadets. Lastly, Steve graduated with honors with an MBTS from Dallas Theological Seminary.
Experience & History
- Vice President and Investment Advisor, 1900 Wealth
- Senior Director of Finance | Treasury, Platform Science
- Senior Director of Finance, Trimble
- Director or Finance, Oracle
- Lead Financial Analyst, GE Oil & Gas
- Foreign Exchange Manager | Treasury, Hewlett-Packard Company
- President, MPMI
- Master of Business Administration – Finance and Management, University of Notre Dame
- Bachelor of Business Administration – Management, Texas A&M University
- Master of Biblical and Theological Studies, Dallas Theological Seminary
- Elder, Redeemer Bible Church of San Antonio