Steven Pugh, CFP®
Wealth Manager
Steve serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Steve has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a financial advisor. Prior to working in financial services, Steve served an enlistment in the Marine Corps and was a police officer for six years.
Steve earned a Bachelor of Arts degree in management from Trevecca Nazarene University, where he graduated with honors, and went on to complete his Master of Business Administration degree at Rockhurst University. Steve is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Steve and his wife, Kristin, have two adult children - Samantha and Jason. In his spare time, Steve enjoys restoring classic cars and motorcycles and spending time with his family.
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