Steven is a principal in Baker Tilly’s private wealth practice. With more than 30 years of experience, Steven delivers critical leadership and top notch business management solutions to high-net-worth individuals in the sports, media and entertainment industries. His understanding of the unique world of athletes and entertainers allows him to offer our clients the personalized solutions they seek.
- Experienced in all phases of business management, estate and tax planning, real estate and sophisticated investment strategies and wealth preservation techniques for high-net-worth individuals
- Specializes in serving the needs of professional athletes, actors and other high-net-worth individuals
- Works with clients to develop strategic plans to help them meet their short-term and long-term financial, professional and personal goals
- California Society of Certified Public Accountants (CalCPA)