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Steve Trax, CPA, CFP®

Regional Managing Director

Reston, VA

Steve joined MAI in 2019 as a Regional Managing Director after the acquisition of his firm MTX Wealth Management, LLC. He has 30 years of experience in the financial services industry, developing value-added financial planning strategies to the firm’s elite group of professional athletes and high net worth clients. Steve worked for nine years in the public accounting arena in the private client service divisions of both Price Waterhouse and Arthur Andersen. Steve has worked with professional athletes for more than 20 years, spending seven years working as Vice President of the Financial Services Divisions within the SFX Sports Group. Steve attended Old Dominion University where he was a four-year basketball letterman and two-year starter on teams that earned two NCAA and one NIT appearance. He earned a double major with a Bachelor of Science in Accounting and Personal Financial Management. Steve is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Steve is currently serving as the Treasurer of The Light Foundation and is on the Advisory Board for the Marymount Intrapreneurship Initiative.