With over fifteen years of experience within the financial services industry, Steve has developed a sense of the investment planning necessary to help his clients to develop clear investment goals. Some of his areas of specialty include retirement planning, helping to develop income strategies for retirement account distribution, and wealth preservation planning. Steve holds FINRA Series 7, 9, 10, 52, 63 and 65 registrations, as well as Ohio life and health insurance licenses.
A local native, Steve obtained his Bachelor of Science degree from the University of Cincinnati. He and his wife Dawn, and their two children, reside in Centerville. In his spare time, he enjoys fishing, camping, and biking.