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Many of these individuals are looking to make sure they are financially on track as they start to establish a career or embark on the early stages of building a family.
His passion for serving this demographic stems from his desire to form lasting relationships with those he can grow with over time. He understands and can relate to the many financial challenges of the younger generation, which range from paying off student loans, selecting the appropriate insurance coverage and determining not only the right amount to save but the best place for it. Steve works with his clients to navigate personal finance in a manner that is easy to understand. This results in confidence as they effectively grow and protect their wealth.
As a planner on the advisory team, Steve develops strategies aimed at reducing financial waste and empowers his clients to create a strong financial picture. His approach seeks to optimize cash flow both today and at retirement. He firmly believes in comprehensive planning as all financial decisions are inter-related.
Steve joined the Financial Fitness team in February 2011 upon graduating with a degree in Finance from Virginia Tech. At Virginia Tech, he was enrolled in the school’s CFP® Board registered Financial Planning Program. In 2014 Steve obtained his CFP® designation.
Currently living in the downtown neighborhood of Canton provides Steve with plenty to do outside of the office. He is an avid music listener, enjoys golf, and in the summer months spends time on the Chesapeake Bay.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.