Concierge Wealth’s Community Support

Steve is actively involved in his local community. He has served on the Orange County Advisory Council of the Ronald Reagan Presidential Foundation. Steve is a charter member of Kingdom Advisors, a group for Christian financial professionals. He is also an Advisory Board member of theeffect Church in San Clemente, CA.

Steve and Tina, have been married 37 years and are very fortunate to spend time with their family. Their daughter resides in Ladera Ranch with her husband and two wonderful daughters. Their son worked for seven years after graduating from college and is taking a one-year sabbatical to travel the world.