Senior Vice President - Financial Advisor
Steve is based in our Batavia office and serves clients in Batavia, Albion, Buffalo and Rochester.
Steve and his wife Rachel live in Albion with their two boys, Mason and Everett.
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. He serves as the President of the Albion High School Alumni Foundation, which donates over $100,000 annually to graduating seniors of Albion High School.
Client Service Associate