Your partner in personalized, full-service wealth management

Steve has spent the last 40 years helping people make great decisions with their money. He attained his Certified Financial Planner (CFP) designation in 2001 and has extensive experience working with both clients and other financial advisors.  As your Wealth Planner, Steven focuses on ensuring you have accurate and thorough information and provide guidance in the decisions you make, ensuring all relevant factors are considered.  Factors like taxation, risk planning, estate planning and cash flow all need to be balanced based on your individual objectives.  The plan these discussions create form the basis of your working relationship with Steven and provide him with the necessary information to ensure that he is providing the most relevant solutions.  Steven’s background in banking, business and advisory services has provided a depth of knowledge and experience which he humbly and happily shares.