Steve was named as New Direction IRA‘s first chief financial officer. Steve expands New Direction IRA’s management team during a period of rapid growth for the company driven by its leadership in the self-directed IRA market. As the CFO for New Direction IRA, Steve will be responsible for oversight of New Direction IRA’s internal financial operations. He will be called on to help shape overall company strategy and be a catalyst for client financial systems improvements. He will also work with custodial and regulatory oversight representatives to ensure that appropriate client transaction documentation systems are in place for compliance with state and federal banking regulatory requirements.
Steve has 20 years of experience in the financial industry, including several years supporting self-directed IRA clients in his role at The Entrust Group. In that position, one of his most important responsibilities was managing compliance oversight to ensure that clients retain the tax-advantaged status of their investments. He has also served as a commercial loan officer at Zions First National Bank, Wells Fargo Bank and First Security Bank Mortgage, giving him extensive experience in investment evaluation and management.
Steve has a bachelor of science degree in business administration/finance from Southern Utah University, in addition to an MBA degree from Pepperdine University’s Graziadio School of Business and Management.