Since 1992 Steve has served clients financial interests through hard work and a common sense approach to successful investing.  This extensive experience, throughout various stock and bond market cycles, enables Steve to help clients structure balanced portfolios and to help meet their specific financial objectives.

He started his financial services career in 1992 as a municipal bond trader.  Early in his career Steve also worked as a NASDAQ Market Maker at a boutique investment firm in Washington, DC.  He went on to become a Financial Advisor at Wachovia Securities for 9 years and later at Morgan Stanley.  Steve moved his financial practice to UBS in 2015 to better serve his clients with comprehensive wealth management services.

Steve regularly attends seminars and continuing education sessions to sharpen his knowledge of wealth management strategies.

Steve lives in Severna Park, MD with his wife, Elena, their daughter Quinn 14 and son, Cole 11.  Steve enjoys spending time with his family, playing golf and traveling.

• Series 65-Uniform Investment Adviser Law Examination
• Series 63-Uniform Securities Agent State Law Examination
• Series 7-General Securities Representative Examination
• Series 55-Limited Representative-Equity Trader Exam

CA, CO, CT, DC, DE, FL, GA, IL, MD, MN, MS, NJ, NV, NY, PA, SC, VA