Professional summary

A consulting practice was established in 2007 following Steve's retirement after a career spanning five decades. During this period, Steve developed a well-earned reputation as a clear, independent thinker who brought reason and good judgment to the analysis of the economy and the capital markets. His present consulting practice serves the varying needs of high net worth investors, financial planners, investment managers as well as attorneys and accountants.,

Engagement overview

A typical engagement varies considerably depending on the client, the issues that need to be addressed and the complexity of the situation. Please feel free to contact me to discuss any possible assignment.


Past clients include Saffer Wealth Strategies (Phoenix , AZ) and a large number of law firms that utilize Steve's

  • linkedin logo
  • Phoenix/Scottsdale, AZ & SE Florida
  • Skype
  • 1-866-511-1898 x1196
  • Mon - Fri, 8AM - 6PM (MT). By appointment.