Steve applies a deep commitment to both wealth preservation and family values in his approach to financial services. Owed to his background in investment management, Steve is able to use his extensive knowledge and understanding of the markets to help his clients make sound investment decisions throughout a variety of market conditions.
Steve is a well-respected financial advisor who is no stranger to creating and implementing consultative-driven financial strategies based on his ability to build and maintain strong relationships. A well-established vice president with years of experience under his belt, Steve has a wealth of knowledge covering a wide range of financial instruments, products and value-adding strategies to help businesses grow. His accolades are backed by a Bachelor of Science degree in business administration from Duquesne University in Pittsburgh, Pennsylvania.
On a day-to-day basis, Steve strives to deliver personalized and holistic wealth management planning services with dedication and integrity to every individual, family and organization he serves. He supports a range of high-net-worth clients, small-business owners and multigenerational families. It is Steve’s firm belief that a strong wealth management plan is the foundation upon which a family builds their life and plans for their future – fueling his determination to address every client’s unique needs.
Outside the office, Steve is an avid golfer. When he’s not on the course, he spends his free time with his family. As an active member of his church, Steve regularly attends a multitude of activities and events happening across his local community.
Originally from Pittsburgh, Pennsylvania, Steve still resides in Fox Chapel with his wife, Adrienne, and two daughters, Arden and Kapren.