Steven (Steve) began his career in the financial services 35 years ago after realizing he wanted to build a career where he could help others. He is committed to providing a thoughtful and compassionate approach to building financial plans for his clients. Steve enjoys getting to know his clients and building long-term relationships to help support them through life's major transitions. To this day, he still finds just as much joy and excitement through helping people navigate their financial journeys as he did when he began his career 35 years ago.
He holds his Series 65 as well as Insurance licenses with LPL Financial. Steve is also a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®), Chartered Advisor in Senior Living (CASL®)
While Steve grew up in Brunswick, OH, he currently resides in Sebastian, FL, with his wife, Tracey. Outside of the office, he loves spending time with Tracey and their children. His hobbies involve classic cars and traveling. He is an active community member through his church and enjoys spending much of his time participating in events and various ministries.
