Life and Health Insurance
YEARS OF EXPERIENCE
When Steve was a child and people asked what he wanted to be when he grew up, he would tell them, “I want to help people.” His father was a financial planner and his mother was a nurse, so he was fortunate to grow up with a first-person view of how two passionate people, in such different fields, could make such a positive impact on people’s lives. Not liking blood, Steve began working closely with his father in 2009, with aspirations to help make his clients’ lives better by making them the best financial version of themselves they can be. He is passionate about taking the negative emotions that are sometimes associated with financial planning – fear, stress, and worry – and helping to eliminate them.
But he also incorporated into his practice a lesson from mom, the nurse, who always told him that listening skills are the most important. Having adopted the medical field's motto of “Do No Harm,” his clients enjoy working with him because he takes the time to truly listen to them. Steve is not interested in selling anyone a product or financial account. He simply wants to provide potential solutions to problems that his clients face.
Steve holds a Series 65 securities registration and is a Financial Advisor. He and his wife, Gina, have two beautiful daughters, Abigail and Sophie, who he considers his greatest achievement. Their family is rounded out by their Yellow Labrador Retriever, Remy. Steve’s father-in-law passed away from liver cancer in 2009, and every year he and his family raise money and participate in the Liver Life Walk in Philadelphia, benefiting the American Liver Foundation. They also support the Family Lives On Foundation, which supports the lifelong emotional well-being of children who have lost a parent. When he’s not working, you will usually find Steve at the beach, spending time with his family, playing guitar, or going to sporting events. He is an avid Philadelphia Eagles fan.
Retirement Income Planning
Providing Personalized Financial Guidance in Montgomery County
Located in King of Prussia, our financial professionals are ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.
630 Freedom Business Center Drive, Suite 300 | King of Prussia, PA 19406