Steven G. DuCharme is a native of Roswell, New Mexico, where he has been a member of the Phocus Financial Team since 2021. He graduated from Texas Tech University in 2011 with a Bachelor of Business Administration degree. In 2014, he graduated from Texas Tech University School of Law earning his Juris Doctorate. Prior to joining Phocus Financial, Mr. DuCharme practiced law specializing in oil and gas law, estate planning, wills and trusts, and estate administration and probate.
Steven’s extensive legal knowledge and experience allows him to offer his clients truly holistic perspectives and advice regarding their financial picture no matter the stage of their lives. Steven helps his clients with all their financial matters, including investments, wealth management, financial planning, life insurance, long term care insurance, and retirement planning. Additionally, Steven has a focus in structured settlement planning for individuals and attorneys involved in lawsuits that result in monetary awards or settlements.
In his free time, Steven likes to go on adventures with his wife and two daughters. He enjoys cooking, smoking meats, hunting, fly fishing, golfing, and spending time in the mountains at his family’s cabin.
Steven DuCharme does not provide legal advice in his role as a financial advisor with Phocus Financial.