Director, Planning & Analysis
Steve was born, raised and currently resides in Bethlehem, Pennsylvania. He has been married to Amy for 24 years and has two wonderful children, Grant and Gabriella. Steve graduated from DeSales University and holds his degree in Business Communications and minor in Economics. He holds his series 6, 7, 63 and 66.
Steve is a true wizard with numbers. He can produce productive and long-lasting results for his individual and high-level corporate clients.
Steve’s financial expertise is wide ranging. He works with individual clients planning for their children’s college future as well as that perfect retirement. He also works with multimillion-dollar corporations designing, implementing and administering qualified and non-qualified compensation plans.
Steve enjoys Philadelphia sports, working out at the gym and staying active within his community. Steve sits on a number of board seats and can often be seen volunteering throughout the Lehigh Valley.
Securities Licenses Held: Series 6, 63, 7, 66
Licensed to sell securities in: PA, FL
Life and Health Insurance licensed in: PA