With over 25 years of experience in business management, consulting and investment advice, Steve is well-equipped to help his clients achieve their financial goals in the midst of 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. Yet, Steve still finds the greatest sense of fulfillment is 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 two large companies (Emerson Electric and Nalco Company) after attending college.  Steve is a proud graduate of Youngstown State University with a Bachelor of Engineering degree and former YSU basketball team captain. Steve holds his Series 7 and 66 securities registrations and Ohio Life Insurance license.

Locally, Steve is active in many organizations including The Executive Exchange of Marketplace Solutions, Mahoning Valley Estate Planning study group and he serves as a board member of The United Way of Youngstown & Mahoning Valley. He has been privileged to have previously served as board member and Treasurer of his local church and as an advisory board member of the C.S. Lewis Institute.

When not at work, Steve enjoys time with his family as well as coaching, volunteering, boating and golf. He and his wife Wendy live in Canfield, OH with their three children Aydin, Addison, and Ashtyn.