Wealth Designed. Life Defined.

Meet Steve


Steve Cassell is a Wealth Advisor for Carson Wealth, with a background studying engineering at the University of Alaska Fairbanks and the University of Utah. The shift from engineering to advisory work allowed him to apply his analytical skills from engineering to peoples’ lives in a meaningful way.

Steve started his career as an advisor working with dentists and physicians, helping them navigate graduation and build their financial habits. He holds registrations Series 7 and 66, a life and health insurance license. 

Steve enjoys board games, live music and travel during his free time – preferably with the people he loves. He has family spread across the world, from the U.S. to Ireland and Australia, so it gives him a good excuse to hop on a plane.


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