Steve is a CERTIFIED FINANCIAL PLANNER® professional with more than 25 years of experience in the industry. He also holds the Chartered Retirement Planning Counselor℠ (CRPC®) and National Social Security Advisor (NSSA®) designations. Steve is passionate about helping clients navigate their financial journey with clarity and confidence.
Originally from the New England area, Steve now calls Charlotte home, where he lives with his wife, Cindy, and their two children, Lexi and Seth. When he’s not working with clients, Steve enjoys playing pickleball, bicycling, and softball—or relaxing with classic films on Turner Classic Movies.