Steven D. Lamb
Investment Management Specialist
“Less is more.”
With more than sixteen years of experience in the financial services industry, Steven understands how complex financial planning can feel — which is why he is passionate about making it simpler and more approachable for clients. He assists with preparing financial guides for meetings, analyzing portfolios, processing investment transactions, and creating market commentaries to help keep clients informed and confident in their financial decisions.
Outside of work, Steven enjoys international travel that takes him off the beaten path, especially when he can bring his mountain bike along for the adventure.