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Steven D. Lamb

Steven D. Lamb

Investment & Planning Director

“Less is more.”

With more than fifteen years in the business, Steven knows how complicated the world of financial services can be — that’s why he works hard to simplify things for you — like helping prepare our financial guides for meetings, analyzing your portfolio, completing investment transactions, and creating market commentaries. 

Steven likes taking international trips off the beaten path, especially when he can take his mountain bike along. But never fear, he appreciates the steady course a well-crafted financial plan provides our clients..

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Growing the way we guide you.


With a new location, new name, and new RIA, what hasn't changed? The answer is simple: Everything that matters most. Get the details