Steve founded Beacon Financial Group in 1995. He began his career in the investment industry in 1986. Steve’s extensive academic education has prepared him well for the technical side of investing. He holds an MBA from Duke University and a BA in economics from Notre Dame. Steve has an insatiable appetite for research and how to apply these insights for our client’s benefit. He works tirelessly for his clients, safeguarding and managing their wealth. Steve has been consistently recognized by his peers with many national awards. He is a 4th time winner of the 5 Star Wealth Manager award as seen in Texas Monthly. (2012, 2013, 2014, & 2015)* His most recent achievement was the Barron’s Top 1200 Financial Advisor award in 2014. He is also an annual invitee to TD Ameritrade’s Elite Advisor Conference. The Chief Compliance Officer (CCO) is primarily responsible for overseeing and managing compliance within an organization, ensuring that the company and its employees are complying with regulatory requirements and with internal policies and procedures. Steve is a Registered Representative through Kestra Investment Services, LLC and an Investment Advisor Representative with both Kestra Advisory Services, LLC and Beacon Financial Group.