Private Banking & Wealth Management
As Wealth Management and Private Banking Regional Sales Leader for Colorado, Steve leads a team of specialists that provides comprehensive wealth management strategies tailored to clients' specific needs. His focus is on building and expanding client relationships and offering expertise in Private Banking, Investment Management and Trust, and Wealth Planning. Steve has spent almost 30 years working with corporate executives and business owners in Colorado’s growth industries such as oil and gas, technology, and real estate.
Steve resides in Littleton, Colorado with his wife and two teenage children. When not at work, he enjoys golf, competitive cycling, skiing and traveling with his family. An active member of his community, Steve is a mountain biking coach for high school aged students, and currently serves on the Board of Directors for the Brain Injury Alliance of Colorado.
I believe it is most important to take the time to understand my clients’ unique needs so that I can help make the right connections to our team of specialists within the bank. Similarly, I work closely with external business partners (attorneys, CPAs, insurance providers) to provide our clients with a complete experience that achieves all aspects of their financial goals.
“Nobody cares how much you know, until they know how much you care.”
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.