- Financial Advisor
Financial planning is in Steve’s blood. In 1984, he joined his father as a partner in the McMartin Group. When his father retired in 1996, Steve took on the full-time responsibility for continuing his father’s legacy serving the financial needs of Alaska Airlines pilots. As Steve began to think about his own transition, he wanted to ensure the continued support of the pilots he served hand-in-hand with his father for over 30 years, so, in 2010, he partnered with Grant. This provided continued and expanded service to his longstanding clients.
Steve still oversees the service of his clients with the support of the Alterra team. After 30 years in wealth management, Steve has seen many of his personal and professional relationships merge – as clients became friends and friends became clients. Finding fulfillment in these personal relationships is the heart of the Alterra culture.
Steve and his wife, Lisa, spend their spare time with family and friends relaxing at Lake Roosevelt. However, his idea of relaxing does not always mean a slow pace. Steve has always possessed a “need for speed” which he has indulged through boat racing, high-performance cars, four wheeling, water skiing as well as jet skiing. In recent years he joined a summer softball league to balance his winter activities of skiing and snowshoeing.
“I’m continuing the legacy my father started over 50 years ago. Financial planning is a family business.”
Are we a fit?
Let’s start a conversation. We’re not a match for everyone. But, if you’re looking for a collaborative guide in your financial life, Alterra Advisors could be a fit for you.
We make a living by what we get, but we make a life by what we give.
— Winston Churchill
People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt
Wealth is the ability to fully experience life.
—Henry David Thoreau
The greatest wealth is to live content.
It is not how much we have, but how much we enjoy, that makes happiness.