As the Principal of Mosaic’s Denver office, Steve is in charge of client strategy and planning. His 20 years of experience in financial planning, investment strategy and portfolio implementation provide clients with advice from someone who has seen both good and bad markets. He is keenly focused on serving Executives and Business Owners around liquidity events. Steve joined the Mosaic team after over 9 years at UBS, and 8 years at A.G. Edwards and Sons. However, he began his career as a teacher at Desmet High School. The opportunity to do something significant for some wonderful people led Steve to enter wealth management, and later brought him to Mosaic. Joining the Mosaic team is very m