Steve entered the financial service industry in 2015. Prior to entering the industry, Steve worked in a variety of sales and sales-support functions for a large computer manufacturer. He also spent nine years as a small business owner. His tenure as a small business owner allows him to easily relate to financial advisors – many of whom are small business owners as well. His seven years of experience in this industry include time working as an Internal Wholesaler for a third-party asset manager and as a Regional Sales Consultant for a third-party platform. His unique perspective of the third-party asset management landscape comes from working with dozens of investment managers and hundreds of financial advisors who leverage the power of third-party asset management within their practice. Steve joined the Liberty One team in October 2022.