Steve is a Partner, Wealth Advisor in our Dallas office. Previously, he was a Wealth Advisor at legacy firm RGT. He has spent the last 20 years advising wealthy individuals and family offices on estate, gift and income tax planning matters. Most recently, Steve has been deeply involved in wealth education and family governance engagements.
Professionally, Steve has been recognized as one of the top attorneys in Dallas by D Magazine from 2013 to 2018 and was also named a Thompson Reuters “Super Lawyer” from 2014 to 2018. Steve was also named a Texas Monthly “Rising Star” from 2006 to 2013.
Steve received his Juris Doctor degree and Bachelor of General Studies in Political Science from the University of Kansas. He has been involved in numerous professional and charitable organizations, including the Dallas Estate Planning Council, the Parkland Foundation Planned Giving Council, the SMU Planned Giving Board of Advisors, the Dallas Council on Charitable Gift Planners and Campfire First Texas Council Board of Directors. Steve is also a frequent speaker on estate planning and charitable topics.