Steve co-founded WP Advisors with Tony Spangenberg in 1999 after working together at WM Financial in private client services. Starting his career at Franklin Templeton Group, he sharpened his research and analysis skills, which he now oversees for the firm. Besides his role as a portfolio manager, Steve’s research includes advice on related concerns: “Our services don’t just end with recommendations regarding your portfolio; you might have questions about protecting your loved ones with insurance, charitable giving, tax treatments or estate planning. All of which we can answer.”