Steve seeks to provide service that exceeds expectations and guides his clients in making sound life decisions. His disciplined, strategic approach to problem solving and attention to detail is evident in his practice.
Steve works with professionals, small business owners, and retirees and utilizes a time-tested process that assists clients in defining their goals and objectives. This process includes discussions of Strategy, Plan Development and Plan Implementation.
As a Certified Financial Planner™ professional and licensed in insurance, annuity and long-term care, Steve specializes in developing Comprehensive Financial Plans for clients. These customized plans include Net Worth Reports, Retirement Projections, Education Projections, and Life Insurance Analysis.
Steve has been in the investment services profession since 2002. He has previously provided investment expertise with Morgan Stanley Smith Barney and Advest. Steve started his career at Prudential Securities in Marion, Ohio.
Steve is a graduate of The Ohio State University Fisher College of Business, earning a Bachelor's degree in Business Administration in 2002 and receiving his MBA in 2012. He obtained his Certified Financial Planner™ certification in 2009.
Originally from Bucyrus, Ohio, Steve lives in Columbus with his two children, Griffin and Genevieve.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.