TAX ASSOCIATE, ACCOUNT MANAGER
FAMILY OFFICE SERVICES
WOMACK BUSINESS MANAGEMENT*
Steve has over 10 years of experience providing business management and accounting services to high net worth individuals. Steve has worked with high profile performers, professional athletes, musicians, producers, directors, and writers.
Steve currently manages client business management relationships at Womack Business Management, handling broad personal-CFO services including accounting with an emphasis on the tax aspects of our clients' finances and planning.
Tax Associate, Account Manager, Womack Business Management, Inc.
Tax Associate and Senior Account Manager - Squar Milner, LLP – Business Management
Account Manager – Tanner, Mainstain, Blatt, and Glynn, LLP
University of California, Riverside - Bachelor of Arts, Business Administration with Accounting Emphasis
*Womack Business Management, Inc. and Womack Wealth Management, Inc. are separate but affiliated companies. Services are engaged through separate agreements for Womack Wealth Management, Inc., an SEC Registered Investment Adviser firm, and Womack Business Management, Inc. For clarity, Womack Business Management, Inc. is not a Registered Investment Adviser firm and provides separate services.