About

Steve is a problem solver with over 39 years of experience as a Resource Manager, Operations Research Analyst, Finance Operations Officer, Budget Officer, and wealth planner. He served for over 27 years as an Army officer in the Finance Corps, retiring as a colonel. He also worked for the Undersecretary of Defense for Personnel and Readiness, Military Personnel Policy, as the Deputy Director, Military Compensation Policy and as the Lead Analyst in the Analytical Directorate. After retiring from Civil Service, he worked for over 2 years as a Senior Relationship Manager, American Armed Forces Mutual Aid Association, Wealth Management and Trust, leading a team and providing wealth planning advice.

Steve has been married for almost 40 years, and has 2 adult children and 3 grandchildren. He is an avid golfer, winning numerous championships. Highlights in 2021 include qualifying for the U.S. Senior Amateur Championship and the Veterans Golf Association National Championship. He has been the varsity golf coach at Trinity Christian School for 5 years. He also volunteers as the President, Living Savior Lutheran Church, Fairfax Station, Virginia.

Education, Certifications, and Boards:

  • Master of Science in Operations Research, Naval Postgraduate School, 1990
  • Master of Business Administration, Western New England College, 1988
  • Bachelor of Science, United States Military Academy, 1980
  • Certified Professional Business Coach, Professional Business Coaches Association, 2021
  • Certified Financial Planning Certificate, Georgetown University, 2017
  • Old Dominion University Troops to Teachers, 2002
  • RAND Fellow, the RAND Corporation, 1997
  • Command and General Staff College, 1993

Areas of Expertise

  • Business Operations
  • Program Development/Analysis
  • Strategic Planning/Execution
  • Customer Service
  • Change Management
  • Intra/Interagency Collaboration
  • Financial Management
  • Wealth Planning
  • Performance Measurement
  • Employee Training/Development
  • Teaching
  • Communication
  • Supervision

Recognition and Awards

  • Defense Meritorious Service Medal, 2003
  • Legion of Merit Medal, 2007

Strengths:

Scroll to Top
X
X