Chairman and Founder

Financial Advisor | CFP®, AAMS®
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Steve serves as the Chairman of Holistic Planning and is a founder of the organization. Prior to his current role, Steve had an illustrious 31 year career with Edward Jones, serving clients in East Texas and around the nation.

Steve is a graduate of Kansas State University, degreed in Industrial Engineering. He’s a long-time holder of the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning.

Most importantly, Steve has been married to his wife, Christie, for more than 40 years. He has three children: Jason, Allison, and Ashton. He’s the proud grandfather to six: Caroline, Luke, Samuel, Anna Kate, Emma Claire, and Jack. Steve has called Nacogdoches home for more than 30 years and enjoys spending time with family, woodworking, and traveling to unique destinations.


You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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