For over 20 years, Steve has delivered a high level of service to a broad spectrum of clientele in the financial services industry. Prior to joining the Riedel Family Wealth Advisory team of Raymond James in 2021, he worked at Merrill Lynch, UBS Financial Services, and Northwestern Mutual. During his tenure, Steve has held the titles of Registered Client Service Associate, Assistant to a Producing Branch Manager, Senior Registered Client Service Associate, and Director of Investments.

Having worked with high-net-worth clients his entire career, Steve prides himself in delivering the highest level of client service in every client interaction. His career has led him to work with nationally recognized wealth management teams. Steve has led efforts to help those teams organize client data, educate them in technology proficiencies, and build standard operating procedures for client onboarding. He has extensive knowledge in the operations and administrative side of the wealth management industry, having overseen the training of both newly recruited financial advisors and support staff.

A life-long Idahoan and third generation Bronco, Steve graduated from Boise State University’s College of Business and Economics with a Bachelor of Business Administration, emphasis in Finance.

Steve and his wife, Lurisa, have a daughter, Emily, and twin sons, Marcus and Lucas. When not running their children back-and-forth to their extracurricular activities, they enjoy cooking and canoeing, backpacking, camping, and snowshoeing in Idaho’s awe-inspiring backcountry.