Bio

Steve joined our team in 2023 as an Investment Analyst and Trader. He holds a bachelor's degree in Business Administration from Colorado State University and a Master of Science degree in Data Analytics from Johns Hopkins University. Before becoming a valuable member of the Dodds Wealth team, Steve worked as a Financial Service Advisor for Raymond James. Steve holds his Series 7, 63 and 65 through LPL Financial.

In his role as the Investment Analyst and Trader, Steve plays a pivotal role in executing our trading strategies and in investment management. He works with advisors to execute trades, and various investment related tasks. Steve takes great pride in his affiliation with the Dodds Wealth Team and looks forward to his personal growth journey in tandem with the firm's progress.

Prior to embarking on his wealth management career, Steve and his brother were signed to a record label, where they collaborated on music and performed together. While Steve no longer pursues music professionally, his dog Murphy thoroughly enjoys his impromptu home concerts. Currently residing in Parker, Colorado, Steve and Murphy relish their weekly strolls through the local farmers market on Sundays.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.