Steve leads the development and implementation of a comprehensive compliance program meeting all regulatory requirements and protecting the client franchises of advisor teams executing on the Indivisible Partners Wealth Platform. He is also responsible for establishing the investment capabilities and solutions leveraged by our advisor teams to help improve the quality of decision-making. Steve shares our client-first commitment to excellence in our delivery of comprehensive, objective advice, and believes this is not just the foundation of investment advice, but of compliance initiatives as well.