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