Steven T. Mahan, CFA

Senior Vice President, Advisor

North Scottsdale, Arizona

Contact Steven

Steven advises clients on goal-based financial planning and portfolio management. He brings research and discipline to each relationship and serves as the primary point of contact for his clients’ overall investment strategy.
An Arizona native, Steven returned home after gaining experience in both corporate and investment management roles. His background includes advising on portfolio construction and working closely with advisors across the country on investment strategy. He holds a B.S. in Finance from Northern Arizona University and is an active member of the CFA Institute and the Phoenix CFA Society.
Steven’s approach is analytical, tax-aware, and easy to follow. He focuses on delivering clear recommendations and consistent implementation, believing a disciplined process can help guide clients to stay confident through changing market cycles.
Outside of work, Steven enjoys golfing and spending time outdoors. He appreciates Arizona’s trails and values time with family and friends.