Steve is a Philadelphia, PA native who attended the University of Richmond and graduated in 1987 with a BS in Business Administration. After graduation, Steve joined the firm as a Financial Advisor and recently became a partner.
Steve specializes in Tax Strategies*, Estate and Needs Analysis, Business Life Insurance, Pension/Profit Plans, Investment Advice and Strategies, 401(k) planning, Individual Retirement Accounts (IRAs), Individual Disability Income Programs, and Salary Continuation Plans. He has obtained the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and the CERTIFIED FINANCIAL PLANNER™ practitioner designation. Professionally, Steve is a member and serves on the board of the Richmond chapter of the National Association of Financial Advisors (NAIFA), a qualified life member of the Million Dollar Round Table (MDRT).
Steve and his wife, Lisa, have two boys. He is a member of Hermitage Country Club, Reveille United Methodist Church, and serves on the board of Hitting Cancer Below the Belt (HCB2). He has been seen attempting to play golf, coaching his boys on the soccer field, and watching Richmond Spider sports.
Steve is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks, LLC.
*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.