Steve is a Vice President of Wealth Management with The Cornerstone Group, a UBS team located in Chapel Hill, North Carolina. Steve began his financial services career nearly  twenty years ago, when he joined Wells Fargo in 2001 as a licensed banker. During this time he worked with both individual and business clients on banking, lending, debt management, investments and retirement planning. In 2008, Steve transitioned to the brokerage side of the business and became a Financial Advisor. Currently, he holds Series 7, 63 and 66 securities licenses, as well life and long term care insurance licenses. In 2009, he earned the Chartered Retirement Planning Counselor (CRPC®) designation, exhibiting his abilities and expertise in retirement planning. 

Steve has two distinct focus areas working with clients of the Cornerstone Group.  Drawing on his experience as both a Financial Advisor and personal banker, Steve works to develop and implement comprehensive financial plans specific to each client's individual situation.  Retirement income strategies, trust and estate reviews, as well as legacy transfers and insurance planning are all areas of attention.  Steve also works with clients of the Cornerstone Group's 401k plans.  Each year, he meets with hundreds of plan participants to help educate them on the nuances of their plans and how to best leverage this employee benefit.

A native of Canton, Il., Steve graduated from Bradley University (1992) with a Bachelor of Science in History.  During his time at Bradley, he also studied abroad at Stockholm University in Sweden. Steve and his wife Shelby live in Durham, with their teenagers, Olivia (2002) and Nicklaus (2005). Away from the office, Steve is an avid reader, enjoys travel, hockey, golf, and keeps active with the many sporting activities of his kids.

• Bradley University - Bachelors of Science History

• State of North Carolina, Life and Health and Long-Term Care Insurance Licensed
• Series 7, 63, 66

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