Steve has over 35 years in the financial planning and client advisory business and specializes in the areas of investment management, insurance planning, estate and tax planning,. retirement strategies, education funding as well as business and succession planning.
A graduate of Middlebury College, Steve also has two advanced professional degrees from The American College (Bryn Mawr , PA) including the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) designations.
In addition, Steve has served his community by serving (or served) on multiple boards including the Summit Area YMCA, Summit Speech School, the Morris County NJ Chapter of the American Red Cross, the Summit Area Public Foundation, the 9/11 Memorial Event Committee for Summit NJ and Surrounding towns, as well as multiple committees, events and alumni causes for Middlebury College. Lastly, he has served on multiple parent committees for the University of Notre Dame, the College of the Holy Cross and Providence College.