Steven is the newest member of the RTI Wealth Management team, joining our Salt Lake City office in January 2023 as Client Relations and Practice Manager for Heidi Westfall. This position allows him to leverage his experience to build trust with clients by acting as their advocate, and to support the practice by ensuring that client interactions go above and beyond expectations.
Steven has had an extensive career in a variety of business sectors, including marketing, the bicycle industry, freelance journalism, and technology.
Steven also has over 17 years of experience in financial services at one of Wall Street’s most-respected banks. He specialized in providing comprehensive back-office and client-facing support services across several critical areas, including Stock Plan Services, Mutual Fund Operations, Branch Management Support, Client Tax Services, and Corporate Actions. His ability to build a network across operational departments allowed him to resolve many complex and sensitive client-facing issues, earning recognition from senior management.
Outside of work, Steven is passionate about music, murder mysteries, photography, food, and fine wine. By far, however, his greatest passion is cycling, and giving back to the sport he loves by officiating at bike races and contributing words and photos to bike magazines.
Steven's multifaceted background and unwavering dedication make him an invaluable asset to the RTI Wealth Management team. His commitment to building enduring client relationships and his enthusiasm for his diverse interests reflect his well-rounded approach to both his professional and personal life.