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Steve seeks to provide clients with the assurance that, through planning, they will achieve the optimal results.
He joined the Financial Fitness team in 2011, and as a Certified Financial Planner ™ Professional takes a comprehensive approach. He works with 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 member of the advisory team, Steve develops income strategies for those approaching retirement, tax-efficient accumulation plans for those building wealth, and insurance solutions to ensure proper protection is in place through all phases of life. Steve emphasizes the value in forming lasting relationships with those he serves, and looks forward to watching them grow over time.
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.
Education & Designations
- Virginia Tech, CFP Financial Planning Track – 2010
- Certified Financial Planner™ – 2014
- Board of Young Adult Advisors – Ulman Cancer Fund – 2017
- Board Member – Baltimore Orchard Project – 2016
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.