Vice President - Financial Advisor
A lifelong resident of Albion, Steve is based in our Batavia office and serves clients in Batavia, Albion and Rochester.
Steve enjoys working with families throughout their careers, helping them build a nest egg and then helping to turn that nest egg into a reliable income stream for their retirement years. Steve believes the most important part of planning for financial happiness is defining a client’s goals and what they want their retirement years to look like. After that is in place, he works with the clients to determine what investments best suit their plan.
Steve graduated from SUNY Oswego with a degree in Finance, and has extensive experience with the Oswego College Foundation. In his spare time Steve plays a bit of golf and softball, and he admits to being a fan of both the Sabres and the Bills.