ATS Wealth Strategist

CA Insurance Lic. # 0824744
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Steve heads up our client service department and has been crucial in ensuring that all office procedures are in compliance with current rules and regulations. Steve is originally from the East Coast. After graduating from Assumption College in Massachusetts, he was commissioned as an Ensign in the Navy and transferred to San Diego. Following six years of active duty, he then joined American Express in 1991 where he first met and worked with Sandeep Varma. Steve brings over seventeen years of experience working with clients in the areas of investment, retirement and estate planning. He also continues to serve as a Captain in the Naval Reserve.