Steven began his career as a tax advisor and consultant for CPA firms and privately held businesses. He now puts this knowledge to use in helping business owners manage their tax footprint, get the most out of the business they’ve built, and structure the transfer of their assets to the next generation in the most tax-efficient way possible.
He specializes in serving owners of privately held businesses, as well as families and individuals who are open to financial planning as the center of an investment strategy. He helps ensure their assets are managed in a manner that allows them to attain their desired lifestyle in retirement. Clients appreciate his focus on family dynamics in financial planning, and his ability to discuss highly complex topics in a way that’s approachable.
With Steven’s fascination with capital markets and desire to be an entrepreneur, founding NVM Capital Partners in 2020 was a dream realized. Before that, he served as a financial advisor at Morgan Stanley for three years in addition to his work as a tax advisor and consultant for a professional services firm. He earned his bachelor’s degree in economics from Texas A&M University.
Giving back is important to Steven, and one of the organizations he supports and volunteers with is First Tee of Greater Houston. He lives in Houston with his wife, Stephanie. When he’s away from the office, he enjoys golfing, traveling, and upland bird and waterfowl hunting.