Steve has been in the financial services industry for over 20 years. Throughout his career, he has focused on creating holistic financial plans for families nearing retirement, offering strategies that encompass investments, income planning, tax planning/preparation and insurance. He started his career with Morgan Stanley in Los Angeles and then started his own financial planning business, Energos Investment Advisors, before joining B.O.S.S. Retirement Solutions. Steve loves to spend time with his three boys Ryder, Lennon and Joe enjoying the outdoors, running, biking and all kinds of watersports whether that be on the snow, surfing or swimming.