Steve takes an individualized approach when working with clients. He helps families build, grow and protect their financial future. He takes the approach that every client is unique and no two situations are the same. He believes in setting an initial plan and adjusting as life's conditions change.
Steve has been in the financial services industry in the Tampa Bay Area for over 20 years. Steve has worked both in the private and public sector. Most recently working primarily with Police, Firefighters and Teachers, helping them setup their retirement plans and continuing with them through retirement. Steve is a graduate of the University of Florida with a Major in Finance. He also received his Certified Financial Planner™ designation from the CFP® Board through the University of South Florida. He is a Series 7 General Securities Representative, as well as a Series 66 Investment Advisor Representative. He also holds a Life, Health and Variable Annuity license with the state of Florida.
Steve and his wife have been residents of the Bay Area for over 20 years. They have two daughters and a Black Lab mix, Chelsea. They enjoy traveling and are active in the community.