Steve holds a Bachelor of Science from Rochester Institute of Technology. He served for over nine years as an Infantry Officer in the US Army, where he led Soldiers in several units, including the 10th Mountain and 101st Airborne Divisions. It was in the Army that Steve honed his skills as a strategic planner and developed a passion for coaching, mentoring, and advising others.

 

Steve has worked in the Financial Services Industry since 2018. He holds his Series 7, Series 66 and LAH licenses, as well as his Accredited Portfolio Management Advisor® or APMA® designation.  Individuals who hold the APMA® designation have completed a course of study encompassing portfolio creation, augmentation, and maintenance.

 

Steve and his wife Shauna live in Farmington, NY with their two daughters – Ella and Belle – and their Chesapeake Bay Retriever “Hawkeye”. He also has an enduring passion for strength and health, the outdoors, cooking, and writing – outside of his profession, you will often find him training outdoors, camping off the beaten path, cooking with his family or writing poetry.