As a Registered Investment Advisor (RIA), Steve works solely on behalf of his clients in a Fiduciary capacity, which obligates him to act in the best interests of his clients. His dedication to his clients is not just a professional obligation, but a deep personal commitment rooted in his own life experiences.
With over 14 years of experience in the financial industry, holding a bachelor's degree in Business Finance, an insurance license, a Series 65 license, and the CAS® designation. Steve has the credentials and expertise to guide you on your financial journey. But more than that, he brings genuine compassion and understanding to every client’s relationship.
Steve makes sure his clients find the right financial solutions to fit their unique goals and needs, no matter what stage of life they are in. Whether you are a Gen Zer or millennial with dreams of building a secure future, a Gen Xer balancing the demands of work and family while preparing for retirement, or a baby boomer seeking to enjoy your golden years without financial worries, Steve will create a personalized plan tailored to your specific aspirations and circumstances. He understands that behind every financial decision, there is a real person with hopes, fears, and responsibilities.
In his personal life, Steve cherishes the time he spends with his beautiful wife, Olivia, and their precious children, London and Bracken. The love and joy that London and Bracken have brought into their lives have deepened Steve's appreciation for the things that truly matter - family, health, and the ability to provide for those we hold dear. Together, they enjoy traveling, hiking, and exploring new culinary experiences, always mindful of the blessings they share.
As a devoted husband and father, Steve intimately understands the responsibilities and challenges of being a provider. He knows the sacrifices you make for your loved ones and the trust you place in him when you entrust him with your financial well-being. That is why he approaches every client with the same level of care, empathy, and dedication that he brings to his own family.
When you work with Steve, you are not just gaining a financial advisor, but a true partner who will walk alongside you on your journey, celebrating your triumphs and supporting you through life's challenges. His commitment to your success is unwavering, and his guidance is always grounded in a deep understanding of what truly matters to you.
Bob Gibson was a visionary financial planner whose career spanned over 45 years. Bob traveled the country, partnering with the best money managers to help protect clients from major market downturns, including the 1987 crash, the tech bubble of 2000, the Great Recession of 2008, and the COVID crash of 2020. His investment mantra was simple but profound: “Defense is more important than offense.”
Bob’s dedication laid the foundation for Alpha Innovators philosophy of capital preservation, thoughtful growth, and client-first service. After Bob’s passing in November 2021, Steve took the helm, rebranding the firm while honoring its founding values. Today, Alpha Innovators continues to thrive, blending time-tested strategies with modern innovation.
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Alpha Innovators is at the forefront of this massive technological revolution, harnessing the potential of AI and Machine Learning to give clients an intelligent, forward looking investment approach. Our platform is built to break free from the limits of outdated methods and deliver a new era of asset management.
Investment advisory services are offered through Alpha Innovators, a Registered Investment Advisor (RIA). The investment-related information provided on this website is for informational purposes only, does not constitute investment, tax, legal, or other professional advice, and is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any securities or investment products. Different types of investments involve varying degrees of risk, and there is no guarantee that any investment strategy will be profitable or suitable for your portfolio. Information provided may not be applicable to any specific individual's situation and should not be relied upon without consulting a qualified professional who understands your personal circumstances. All investments have the potential for profit or loss, and past performance does not guarantee future results. Investment results may be affected by economic factors, market conditions, and investment strategies, and there are no assurances that any portfolio will match or outperform any benchmark. The investments and strategies discussed do not represent all securities purchased, sold, or recommended for clients. Information has been obtained from sources believed to be reliable, but Alpha Innovators do not guarantee its accuracy or completeness and assume no responsibility for updating any information. Advisory services are only offered to clients or prospective clients where Alpha Innovators are properly licensed or exempt from licensing. Insurance services are offered through Gibson Capital which is a separate entity. Insurance services provided by Gibson Capital are separate and distinct from investment advisory services through Alpha Innovators.
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