With over 25 years in the financial services industry, Steve's career has been built on empowering clients and building meaningful relationships. His academic journey began at the University of Florida, where he earned a bachelor’s degree in accounting in 1996, followed by a master’s in business administration from San Diego State University in 2006. Steve's professional path has been marked by significant roles, including Head of Distribution for the 1290 Funds and Regional Vice President in the Individual Retirement Division at Equitable Distributors, LLC.
Inspired by his interactions with financial advisors and clients, Steve transitioned to his current role as a wealth advisor with the Private Client Group (PCG). Driven by a desire to help people develop robust financial plans, his ultimate goal is to guide clients from uncertainty to confidence, allowing them to enjoy life knowing their wealth is secure and is working efficiently for them. Steve adopts a planning based approach, focusing on business owners and family planning. Integrating wealth management, retirement income strategies, and succession planning into his services, he ensures a comprehensive and personalized experience for each client.
Steve enjoys traveling, photography, and is an avid baseball and college football fan.
Steve’s credentials include the ChFC® designation and FINRA Series 7, 63, and 65 registrations, reflecting his focus and commitment to excellence in financial services. His journey is a testament to his dedication to empowering clients, building lasting relationships, and embracing life’s adventures with curiosity and enthusiasm.
PPG-8269698.1(09/25) (EXP.09/29)