Steve is the founder of Cavan Financial with over 20 years of professional experience working with individuals and corporate clients. He has earned a reputation for delivering excellence as a financial services professional and works closely with his clients assisting them with not only growing their wealth but in protecting it from downside risks and taxes.

Steve's interest in the world of finance first started in high school and since then, over the course of decades, his passion for the financial services industry has never wavered. His role in a client's life is that of a puzzle solver. Often, an individual's financial accounts and plans are scattered in multiple locations.  By taking inventory of the various components Steve works with his clients to piece them together into one cohesive picture. Once everything is clearly identified, a clear action plan can be established that his clients can follow to pursue their financial goals.

One of the most valuable services Steve provides is an assessment of risk in the markets as it relates to clients' portfolios.  He accomplishes this with sophisticated technical analysis, then relates this analysis to his clients in understandable, plain English. His philosophy is to practice defense first.  By eliminating large costly mistakes from the beginning, Steve's clients are able to retain a larger asset base from which to launch as markets inevitably "right" themselves.  In the words of Warren Buffet, "You can learn a lot by learning how to avoid mistakes, and avoiding big mistakes is the most important key to long-term success."