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Steve joined The Cabana Group in 2020 as the company’s Chief Revenue Officer. He is responsible for analyzing mergers, acquisition and growth opportunities that support Cabana’s long-term growth plans.

Steve started his 20+ year financial career in 1993 at Janney, Montgomery, Scott in Philadelphia. He learned the business by working several years on the institutional trading desk before moving to institutional equity sales in 1998. He went on to become Janney’s #1 producing salesperson in 2001, 2002 and 2003. Steve was also the youngest recipient of Janney’s prestigious “Man of the Year” award in 2003.

From there, Steve lead the institutional equity sales team at Southwest Securities and eventually Sterne Agee. There, he grew his division’s revenue from $8.7 million to nearly $80 million in three years and grew the sales team from six to more than 50 in 12 offices around the country.

After leaving Sterne Agee, Steve co-founded a 501(c)(3) youth sports non-profit organization, as well as a water recycling company.

Steve graduated from Wittenberg University, and currently resides in Plano, TX with his wife and two sons.