Steward means to manage, specifically the managing of resources for others. At Simply Steward, we recognize that the decisions all of us make about managing our personal and business finances have far reaching consequences - decisions we make in managing our finances impact our family, employees, charitable organizations, and community. Today, the environment in which we make financial decisions is more complex than ever before. At Simply Steward, we simplify reaching your goals by gaining a deep understanding of your life goals; analyzing the complexities of your unique situation; and providing you the tools, knowledge, and support to be successful.
I started Simply Steward because I have a passion for helping professionals and small business owners make the best financial decisions for them. Simply Steward is a partner. Over my career as a CPA and former senior manager in a mergers and acquisitions group in a large financial institution, the best part of the job has always been teaching - helping people understand the impact of their decisions.
When not working in the business, I love spending time with my wife and three kids, reading a good book, or getting in a long run in the morning.