“I enjoy meeting new people and building relationships,” says Steve. “I also enjoy the privilege of representing a great organization in a community full of opportunity.”
Prior to joining ANBTX, Steve spent six years in the securities industry as a vice president with Citigroup, Inc. and Merrill Lynch & Co. where he catered to middle-market institutions such as hedge funds, registered investment advisers, banks, and family offices. With decades of experience in finance, Steve takes pride in offering the best solutions to a wide range of clients, including churches, real estate investors, developers, small business owners, law firms, physician practices, and non-profits.
Steve is active in the community and is affiliated with the following organizations: The Salesmanship Club of Dallas; Mercy Street Dallas, Momentous Institute Reading Buddies; Highland Park Presbyterian Church; the Board of Governors at Brook Hollow Golf Club; and Stemmons Corridor Business Association.
Steve has a Bachelor of Business Administration in Finance from the University of Texas at Austin. He is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University.