Steven specializes in retirement planning and portfolio management. He is always prepared to listen to his clients to gain a good understanding of their retirement goals, needs and concerns, and to design a plan for pursuing and addressing them.
He genuinely enjoys helping people and is always willing to accommodate their busy schedules. Above all he strives to help his clients feel confident and at ease with their financial situation and future.
Steven is originally from Levittown, New York, and attended CW Post campus of Long Island University, (now LIU Post). Steve and his wife, Barbara, live in Andover Township, New Jersey, where they raised their two sons, Chris and Kevin. While raising his sons, Steve supported his community through fundraising efforts for the Newton Pride Foundation and was also a youth lacrosse coach.