Steve has called the Berks County, Pennsylvania area home for over 30 years. Married with four daughters and two grandchildren, he is actively involved in his community as a member of the local Lions Club and the Eastern Berks Business Alliance.

Since 1994, Steve has been serving the financial needs of small business owners, professionals, and families as their dedicated financial advocate. He takes a holistic approach to financial planning, ensuring that all areas of a client's financial plan work in concert to help increase protection, build wealth, and maintain control of their assets. Outstanding service and annual face-to-face client reviews are cornerstones of his practice, helping to keep each client's plan on track.

As an independent advisor with no direct affiliation with any insurance or financial institution, Steve is able to take an objective approach to product selection — always with the goal of helping his clients achieve lasting financial independence.