About Steven
For two decades, Steve has provided a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.
Steve’s experience gives him insight into the business-related financial issues of the firm’s clients, including matters related to equity, deferred compensation, and benefits schemes; professional transitions; and the personal impact of various corporate transactions.
Education and Professional Milestones
-Villanova University - BS in political science and a business minor, magna cum laude
-Duke University School of Law - JD
-Completed Boston University’s certificate program in financial planning
-Member of the Financial Planning Association
-Worked for 10 years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and startup environments
For two decades, Steve has provided a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.
Steve’s experience gives him insight into the business-related financial issues of the firm’s clients, including matters related to equity, deferred compensation, and benefits schemes; professional transitions; and the personal impact of various corporate transactions.
Education and Professional Milestones
-Villanova University - BS in political science and a business minor, magna cum laude
-Duke University School of Law - JD
-Completed Boston University’s certificate program in financial planning
-Member of the Financial Planning Association
-Worked for 10 years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and startup environments