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Our Story

The Perspective Group had its beginnings in 2003, when Steve was driving home with his wife after hiking in the Rocky Mountains. Having just finished reading Good to Great, Steve realized that he needed to take a leap from the corporate world to venture out and follow his unique vision. 

The mission. Steve set out to create a holistic financial services practice that listened better, cared more, and worked more effectively than the current options he had heard discussed by family and friends. With focus, determination, and unwavering faith in what was to come, Steve founded The Perspective Group --- a firm dedicated to bringing a sound and creative perspective to investing and advising.

In 2013 Garrett joined the firm, after working for several years in corporate America. Garrett has a tenacious focus on uncovering value and uses his business savvy to recommend best-fit investment strategies for TPG clients. He has a subtle sense of humor and can engage virtually anyone in a thoroughly enjoyable conversation. Before their careers took them in different directions for several years, Garrett worked closely with Steve on a team tasked with their company's successful retail concept from the US and adapting it for markets in Central America, South America, and the Caribbean. Through this, sometimes eye-opening experience, both learned firsthand what it takes to operate successfully in international markets.

Today The Perspective Group is a vibrant and growing business that is evolving by intentional design. The firm continues to delight the select group of clients who have welcomed The Perspective Group into their lives. Thank you for being a part of the journey.