With more than 15 years of experience in the financial services industry, Steven brings a wealth of knowledge in wealth management, retirement planning, and personalized investment strategies. As a Senior Wealth Advisor, he works closely with professionals, families, and business owners to align their financial lives with their long-term goals. His client focused approach combines comprehensive financial planning, proactive communication, and customized portfolio management designed to evolve alongside life’s changes.
Steven is committed to empowering his clients through education and transparency. He’s passionate about simplifying complex financial topics so individuals and families can better understand their options and make informed decisions with confidence.
He studied Politics, Economics, and Law at State University of New York Old Westbury. Outside the office, Steven enjoys playing ice hockey, making music, and exploring the outdoors with his German Shepherd, Luna.