Steve graduated from Lycoming College in 2002 with a dual major in Finance and Economics with the intent of becoming a financial advisor. Beginning his career in 2003 he grew along with his clients over the years on his journey to help them navigate the financial markets. He looks at his role as an educator and partner with his clients, helping them to define what money means to them and the lifestyle that their planning can provide for their future.
Steve’s moment of clarity and purpose in becoming a financial advisor happened at a very young age when he witnessed the value that his parents received when working with a financial professional and helping them to build confidence in their financial decisions. Coming from a hard-working blue-collar family, he understood the value of a dollar and learned that getting some advice along the way helped his parents to achieve their goals for the family. Participating in those planning meetings with his parents, he knew he wanted to provide this same clarity and confidence for others.
Steve resides in Danville with his wife Andrea, who is a third-grade teacher, and four children who are all actively involved in school activities and sports. Outside of his job and being there to support his children in everything that they do, he enjoys hunting, fishing, camping, and all the benefits of ‘unplugging’ and just being outdoors.