Steven has 17 years of experience in the financial services industry. He is a graduate of the Rutgers Business School (New Brunswick, NJ) with a bachelor's degree in finance. He also earned the CERTIFIED FINANCIAL PLANNER® designation.
Steven's practice focuses on financial planning and asset management. He enjoys dynamically showing clients the impact different financial decisions make on their personal financial strategy.
Outside of work, Steven enjoys coaching his daughters' sports teams and spending time with his growing family. When he can find the extra time, he also enjoys fishing and golfing. Steve currently resides in Fair Haven with his wife Teri and their four daughters.