Broker Check
Steve J. Markey

Steve J. Markey

Managing Partner, CPA

A native of San Antonio, Texas, Steve Markey graduated from Texas A&M University in 1991 with his Bachelor’s degree in Accounting. After graduation, he spent five years in Houston, and then Austin, practicing trust, individual, and corporate tax preparation, as well as business and estate planning. In 1994, Steve accepted a position as the CFO for a regional brokerage firm in Austin. He served in that capacity until 1996, at which point Steve entered into personal production as a financial planner with Lincoln Financial Advisors. In 1999, Steve was the Regional Sales Manager for the San Antonio Region and, in 2002, was promoted to Managing Partner - Central and South Texas. In 2005, Steve partnered with Patrick Lynch to form WhiteStone Financial Group, an independent financial planning firm.

Steve's practice focuses on business owners, physicians and retirees. His extensive experience in analyzing long-term financial visions and current risk of family-owned businesses and physician practices has led to long-lasting client relationships.

Steve is active in his community and currently serves on the Board for The San Antonio Sports Foundation and the San Antonio Area Foundation. He has been married to his wife, Jill, for twenty-five years and they have three young children: Mitch, Luke and Katie. Steve and Jill enjoy various sports and activities with their children, traveling with their family and date night.

"This firm is not a CPA firm."