Steve Schaumburg | Administrative Assistant
Steve joined the firm in November 2008. Steve assists Dryden, Laila and Chad mainly with client follow-up and Portfolio Review Tool processing.
Steve worked with LPL Financial in operations in San Diego for 8 years as a director of both the Margin and Journal departments. Steve has also worked with other major financial firms and brings to PWM over 29 years of experience in the financial industry.
Steve and his wife Toni (who has also worked at LPL Financial in operations) live in Irvine. Their time is spent mostly with family and their granddaughter Emily.