Steve is a partner, CIO (Chief Investment Officer), and CCO (Chief Compliance Officer) of Legacy Consulting Group. In these roles, he oversees all components of the firm’s investment advisory function. He is responsible for guiding the Firm’s investment planning philosophy, process, resources and deliverables and compliance with SEC rules and regulations. He takes pride in being present with clients during times of chaos and uncertainty in the financial markets to make sure emotions like fear don’t lead to wrong actions. One of his top attributes according to StrengthFinders is Relator which is defined as “people who enjoy close relationships with others and are find deep satisfaction in wor