Steve is our Managing Partner and Wealth Advisor and has more than 25 years of industry experience. A CERTIFIED FINANCIAL PLANNER™ professional and 2006 graduate of the College for Financial Planning’s rigorous CFP® professional education program, he also earned the CFS® designation from the Institute of Business and Finance. He is currently licensed as a life, accident, and health insurance professional.

Steve and his brother Paul both feel “winning by not losing” is an important, yet under-appreciated, precept. Only thoughtful attention to both sides — wealth generation and preservation — can form the healthy heart of a living financial plan. Steve carefully listens to match each client family with the right portfolio and safeguards for their goals.

Steve has been married to his lovely wife Madeline for more than twenty years. Outside of the office, you might find him enjoying the sunshine as he cultivates his palm trees that were originally hybridized in northern California that are now maturing in northern Florida. He stays active with exercise and enjoys listening to relaxing music while reading. He is particularly interested in scientific discovery and how irreducible ‘fine tuning’ points to Intelligent Design all around us, and in us.