2026 FORBES Best-In State Wealth Advisors List (2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25)
Focus & Expertise
As Director and Family Wealth Advisor, Steve provides long term wealth management plans that help families and businesses achieve their financial, life and legacy goals. He believes that only a thorough understanding of each client’s unique financial objective and temperament enables him to provide impactful advice.
Steve thrives on building meaningful connections as well as bringing people together to form rewarding relationships. With a strong sense of empathy, and genuine interest in people, he effortlessly brings people together making others feel comfortable and valued.
Background & Credentials
In 1975, a ten-year-old Steve and his family escaped war-torn Cambodia and arrived as refugees to Tracy, California, with no knowledge of the English language. Years later, Steve earned a Biological Sciences bachelor’s degree from the University of California, Davis, and was commissioned a Second Lieutenant in the U.S. Army.
Steve has more than 30 years of experience as a Financial Advisor In 1992, he was recruited by Merrill Lynch while serving on Active Duty. Prior to joining Baird, Steve spent 23 years with Wells Fargo Advisors, where he encouraged an integrated team approach throughout his tenure.
Always striving to enhance his financial expertise, Steve earned his CERTIFIED FINANCIAL PLANNER® certification in 2012 and his CERTIFIED PRIVATE WEALTH ADVISOR™ certification in 2023. His clients appreciate the scope and depth of his understanding of traditional brokerage products, legacy and estate planning, and insurance.
Outside Of The Office
Steve enjoys spending time with his wife, Kim and their two sons, Jarod and Austin. The entire Heng Family shares a passion for Martial Arts, and they are a black-belt family. And whenever possible, Steve enjoys playing golf.
Why Baird?
Steve is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses, and organizations for more than 100 years. Since 2004, Baird has been recognized as one of the 100 Best Companies to Work For® by Fortune, marking our 22nd consecutive year on the list.