Steve entered the insurance and financial service industry in early 1976 after serving four years in the United States Air Force.
As a knowledgeable, experienced Chartered Financial Consultant (ChFC), Steve advises on a broad range of financial topics that can help you:
Create a sound financial plan
Reduce income taxes
Grow your retirement account
Design a portfolio that will accommodate your objectives and risk tolerance level
Develop a solid estate plan
Asked what he considers his greatest asset, Steve says it’s his years of experience. “While everyone’s situation is different, chances are that I’ll be able to draw from other clients’ situations to assist you.”
Steve is the proud father of five children and, to date, six wonderful grandchildren. He is a Rotary Club past president, member of the American Legion, and an active member of his church. He’s parent-coached youth sports teams, officiated swim meets, served as a Scout leader, and many other fulfilling activities.