Steve Hussey

CFP®
First Vice President, Investments

Steve is passionately dedicated to providing his clients sound retirement and estate planning tailored to their individual financial goals. A creative problem solver, he endeavors to find just the right mix of growth and preservation that will help strengthen his clients’ financial position. To achieve this, he strives each day to make a material difference in the lives of those he serves.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.