Steve joined the financial services industry after 10 years’ active duty as a C-17 pilot, flight instructor, and combat veteran in the United States Air Force. An Orlando native, he holds a Master of Science in Personal Financial Planning from the College for Financial Planning, along with a Bachelor’s degree from Embry-Riddle Aeronautical University in Daytona Beach, Florida.
He and his partners founded “Emerald Coast Wealth Advisors of Raymond James” in Destin, Florida, in January 2009. Steve holds the Master Planner Advanced StudiesSM designation, and is a Certified Financial PlannerTM practitioner. He holds the Series 7, 9, 10, 31, and 66 securities licenses along with insurance licenses for life, health, and annuity lines.
Steve specializes in post-retirement financial planning for retirees, and individuals nearing retirement. He takes pride in helping clients meet a broad range of financial goals, by discovering hidden opportunities to preserve wealth within the broader context of taxation, estate planning, government benefits, investments, insurance and more.
Steve resides in Destin with his wife, Beth, and their two sons, and enjoys spending free time on the water with his family.
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.