Steve has been in the financial services industry for over 20 years.
Steve graduated from Cornell University with a degree in Business Management. He has earned the professional designations of ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner).
Throughout Steve’s career, he has been able to focus on the clients goals first and the investment products second. Steve helps clients pursue their financial goals by offering top quality advice. Steve is the firm's Riskalyze Specialist. He is able to assess a client’s risk preference using a scoring system. The numbers generated enable Steve to help design a retirement portfolio for a client that contains exactly the right amount of risk for their situation. This is vital for a client to see that they may have more, or less risk in their current portfolios than they realize.
Steve resides in Chester County with his wife Gaye and son Cutter. Their oldest daughter, Jill is employed as a Labor and Delivery nurse in Washington State. In addition, their other son Jack attends West Chester University. Cutter has a love for hockey as a goalie and presently attends Philadelphia Hockey Academy. Steve's hobbies include fishing, bike riding, golf, and fundraising. Steve has helped raise money for Multiple Sclerosis by participating in the City to Shore Annual 100 mile bike ride. He has also has supported US Veterans by participating in the Faces of America two day bike ride, which is a 139 mile ride.