Steve, with over 35 years as a Financial Advisor, takes pride in developing effective personal and professional relationships with our clients by offering a personalized approach to professional investing. With knowledge and experience gained from being in the financial services industry since 1983, he is eminently well-suited to help educate clients about their portfolios and assist with an investment plan according to their goals and objectives. Steve’s roles on the team are centered on the fixed income market and alternative investments, including precious metals. Licenses held: FINRA Series 3, 7, 63, and 65 licenses, as well as selected state insurance licenses.
Outside of the office, he enjoys fishing, boating, traveling, and spending time with his wife, Suzy, and sons, Taylor and Chris. He is actively involved with the Masonic Lodge, Scottish and York Rites, and the Shriners.
Registered States:
AK, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, MO, NC, NJ, NM, NY, OH, PA, RI, SC, TX, VA, WI