Professional Experience
Steven began his public accounting career in Houston with Deloitte (formerly Deloitte Haskins & Sells) and transferred to Austin in 1987 shortly after the opening of the Austin office. From 2007-2018 he served as the firm’s Leading Partner, playing a key leadership role in the operations and strategic efforts of ML&R and its affiliate, ML&R Wealth Management.
Steven’s skills as a business advisor to privately held companies and high-net-worth individuals provides opportunities for ML&R, its affiliate and strategic alliances to help our clients improve their businesses and personal lives. Steven knows that if we recruit and retain Great People, work with Great Clients who share our core values and continue Great Execution in client service, both internally and externally, then our firm and our clients will have success.
Steven’s approach to his work is especially valuable to businesses based in Central Texas and their executives. “ML&R is blessed to be a part of Central Texas’ growth, playing a leading role in the success of our people, clients and community.” Steven helps in the design, coordination, and roll-out of new service lines developed specifically for Central Texas based companies and their executives. “I am fortunate to be surrounded by talent and energy which stimulates creative thinking and imaginative innovations for ML&R and our clients.”
Industry Focus
- High-Net-Worth Individuals
- Law firms and their attorneys
- Health care and their physicians
- Family owned and managed businesses and their executives
- Professional service firms and their executives
Education
- The University of Texas at Austin - Bachelor of Business Administration
Community
Current
- AICPA Council, At-Large Member
- Austin Area Research Organization, Past President, Past Treasurer
- Greater Austin Chamber of Commerce, Finance Committee, Past Board Member and Vice Chair of Finance
- Ronald McDonald House Charities, Finance Committee, Past President
- St. David’s Foundation, Tax, Audit & Compliance Committee
- The Nature Conservancy Central Texas Advisory Board
Affiliations
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Financial Executives Institute