Steve has assembled a team that is changing the conventional wisdom around insurance. His uncommon, relationship-driven approach educates and empowers clients to proactively build wealth and protect their legacies. With more than 20 years of financial services and insurance industry experience, Steve specializes in developing unique wealth strategies for clients in a range of vertical markets, including medical, dental, manufacturing, and professional services. He is an avid golfer, car enthusiast, and relationship-builder.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.