Steve Trax, CPA, CFP®

Co-President Sports & Entertainment

Reston, VA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant

 

Work Experience

  • Joined MAI in 2019 after the acquisition of his firm MTX Wealth Management, LLC
  • Brings over 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
  • Actively manages a diverse group of clients that includes high-net-worth individuals, entrepreneurs, coaches, and professional athletes
  • Worked for ten years in the public accounting arena in the private client service divisions of both Price Waterhouse and Arthur Andersen
  • Spent eight years as Vice President at SFX Sports Group, where he had management responsibilities and lead new athlete business development within the financial services division of the firm

 

Life Outside of MAI 

  • Served as Chairman of the Board and now current Treasurer for the Light Foundation
  • Serves on the Advisory Board of the E3 Ranch Foundation
  • Served on the board of several client charitable foundations

 

Education

  • Old Dominion University, BS in Accounting & Personal Financial Management

We look forward to learning about your financial goals.

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