Steve has been an integral part of the Todd & Associates Private Wealth Management team since 2016 after many years in the brokerage industry with a chartered bank. He helps clients with their business succession planning and estate and legacy strategies, and he offers complex risk management advice. Steve completed his CIM designation and is a CERTIFIED FINANCIAL PLANNER^® professional.

He and his wife Melissa have three grown children and one grandchild. They enjoy hiking, biking, and many other sports and physical activities.