Stephen F. Caton

CFP®, CRPC®, CKA® | Chief Investment Officer & Partner

Over the last three and a half decades, Steve has served as a reliable, service-minded resource to over 150 business owners. Whether helping the small, husband-and-wife team operating a beauty salon, or large corporations with thousands of employees, he approaches each client with humble professionalism and servitude. Likewise, Steve is active in his community, volunteering with The Houston Food Bank, St. Vincent DePaul Society, Habitat for Humanity and Kiwanis Club, as well as hosting CPA continuing education programs for over thirty years. 

A native Houstonian, Steve graduated from The University of Houston with a B.S. in Hotel and Restaurant Management. He and his wife Shelly have two boys, Kyle and Ryley, and in his spare time enjoys travel, golf, skiing, history, and is an avid sports fan.