About Steve
Steve takes the time to meet his clients where they are in life, understanding their unique needs and concerns, whether they are planning for retirement or facing financial decisions in the near future. He finds fulfillment in witnessing his clients' reassurance and happiness when they achieve their financial goals.
Steve's journey into the financial planning industry actually began during his time in the music industry, where he initially sought financial knowledge for personal reasons. Driven by this, he pursued his CFP® designation and embarked on a career dedicated to helping individuals reach their wealth objectives.
In his spare time, Steve is an avid music lover and enjoys volunteering, photography, and spending as much time with his wife and son as possible.
Education and Professional Milestones
-Graduated from the University of Michigan
-Inducted into the Phi Beta Kappa Society, Phi Kappa Phi Honorary Society, Kappa Tau Alpha Honorary Society, and the Golden Key National Honor Society
-Received his Certificate in Financial Planning from Boston University
Steve takes the time to meet his clients where they are in life, understanding their unique needs and concerns, whether they are planning for retirement or facing financial decisions in the near future. He finds fulfillment in witnessing his clients' reassurance and happiness when they achieve their financial goals.
Steve's journey into the financial planning industry actually began during his time in the music industry, where he initially sought financial knowledge for personal reasons. Driven by this, he pursued his CFP® designation and embarked on a career dedicated to helping individuals reach their wealth objectives.
In his spare time, Steve is an avid music lover and enjoys volunteering, photography, and spending as much time with his wife and son as possible.
Education and Professional Milestones
-Graduated from the University of Michigan
-Inducted into the Phi Beta Kappa Society, Phi Kappa Phi Honorary Society, Kappa Tau Alpha Honorary Society, and the Golden Key National Honor Society
-Received his Certificate in Financial Planning from Boston University