Today at UBS, Steve and his team provide comprehensive financial planning, investment consulting and behavioral coaching primarily for entrepreneurs, executives and successful professionals and their families. Given his extensive planning experience, Steve is acutely aware of one of the greatest risks his clients face - improper planning for potentially 30 years in retirement. One of his top priorities in his practice is to help clients build an investment strategy designed to maintain rising income and purchasing power so they can retire comfortably and independently. He is also committed to helping families save and invest for their children's and grandchildren's education.

Steve believes so strongly in his investment philosophy that his own portfolio reflects the same principles that he recommends to his clients. Your investments and his always follow the direction of a well written comprehensive financial plan.

Steve holds the Series 6,7,63 and 65 securities licenses as well as major insurance licenses including life, accident and health, variable life and variable annuity. He earned the Chartered Wealth Advisory designation from the Estate and Wealth Strategies Institute at Michigan State University. Steve earned his B.S. degree in marketing and business administration from the University of Cincinnati.

• University of Cincinnati

AZ, CA, CO, CT, FL, IL, IN, KY, MA, MI, NC, NE, OH, OK, PA, SC, TX, VA, WI