With over 30 years of experience in business management, consulting and investment advice, Steve is well-equipped to help his clients achieve their financial goals amid today’s complicated global economy. He specializes in serving business owners, executives, high-net-worth individuals and families.

He finds a great sense of purpose in helping clients professionally manage their wealth, not only for today, but also for future generations. He explains complex financial concepts in simple, easy-to- understand, terms. His clients are well informed and thus better equipped to make wise decisions. Steve still finds the greatest sense of fulfillment in the genuine relationships he has with his clients as they go through life together.

Background: Prior to Founding the Capital Wealth Group in 2017, Steve was a financial advisor at Wells Fargo Advisors where he served his clients for 8 years. Before that he worked at UBS and Stifel Nicolaus. He gained invaluable experience working in both management and leadership positions at Emerson Electric and Nalco Company. Steve is a proud graduate of Youngstown State University where he earned a Bachelor of Engineering degree and was captain of the YSU basketball team. Steve holds his Series 7, 9, 10 and 66 securities registrations, CPFA certification (Certified Plan Fiduciary Advisor), and Ohio Life Insurance license.

Locally, Steve is active in many local organizations including the Mahoning Valley Estate Planning study group and is currently serving on the board of the Mahoning County Bar Association Foundation. He is honored to support local charities and has previously served as Treasurer of his local church, as well as a board member for both the C.S. Lewis Institute and The United Way of Youngstown & Mahoning Valley.

When not at work, Steve enjoys time with his family as well as volunteering, traveling, boating and golf. He and his wife Wendy have three children and live in Canfield, OH.