Steve offers insightful investment advice, creates financial plans to help clients realize their goals and assists with estate planning needs. He is particularly adept at working with business owners who are in transition or contemplating the change, providing guidance, reviewing options and assisting during the process and after a transaction has closed. He also provides financial guidance to individuals who are going through or have gone through the divorce process.
Prior to joining the firm in 1999, Steve worked for a public accounting firm and in private industry.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS