Home: Simi Valley, CA. Age: 57. Birthplace: Miami, FL. Profession: Wealth and estate planning. Organization: McCormick Capital. Title: Financial advisor. Significant other: Andrea McCormick. Alma mater: University of Florida (B.A., English Literature); St. Thomas University College of Law (J.D.).
Current project: Partnering with Jeff Winter of Winter Wealth Management, a national advisory firm. Recent recognition: Several clients recently thanked me for helping them protect and grow their retirement assets. Recent professional development: Earned my Certified IRMAA Planner credential. Latest accomplishment: Making unexpectedly great progress toward my goal of becoming a better public speaker. Latest contribution to others: Holding eight nonprofit seminars in 2026 with the Foundation for Financial Independence. Hobbies: Classical piano and perfecting home-cooked pizza. Recent unique acquisition: Ooni Spiral Dough Mixer.
Personality profile: INTP—introverted but can pose as an extrovert. What one word would your closest friend use to describe you? Understanding. Moral compass: Do well by doing good. How do you define a perfect friendship? Enjoying each other’s company, relating to each other and giving each other plenty of space. What is your greatest joy? Music and dogs. What is your guilty pleasure? Video games. What word or phrase do you use far too often? A certain curse word I’d rather not repeat. What ingredient is essential to your perfect vacation? Lots of open time and lots of good food.
What was your first paying job? Selling shoes. What was your favorite college course? Film studies. What book have you repeatedly read? Hugging the Shore, by John Updike. What movie have you repeatedly watched? Point Break. What’s prominently featured on your home or office wall? Pictures of my children. Besides your parents, who has had the greatest influence on your life? My wife. What’s the best advice you received in your career? Bet on yourself.
What is your big idea?
Integrating estate planning with wealth management.
What change are you working on to effect in your profession or field? Improving the economy and efficiency of my communication style. What change would you like to see in the world? More accountability. What message do you want to send out into the world? People are beautiful. Ideologies are dangerous. What widely held belief do you reject? That money doesn’t buy happiness.
What title would you choose for the movie about your life? He Tried. What actor would you choose to play you in the movie about your life? Ryan Gosling. Who would you like to spend an evening with, in heaven? Beethoven. As a kid, what did you first want to be when you grew up? A doctor. After your loved ones, what object would you first save from your burning home? My favorite nightshirt. How would you choose to spend tomorrow, if you knew it was your last day on earth? Eating my favorite pizza. What day in your life would you choose to re-live? The day I fell in love with my wife.
Personal mission: To stay healthy, keep improving and contribute more to those around me. Personal motto: Keep trying. Desired epitaph: Here lies Steve, and he’s OK with it.
