Steve believes it’s the important things – our families, our core values and the impact we have on others that connect us.
Capabilities to impact your life and wealth
Steve manages key client relationships with individuals, families and businesses. Steve truly values multi-generational client relationships. He uses his comprehensive knowledge of financial services paired with his innovative thinking to build solid long-term relationships with successful clients and their families
Experience to guide you forward
Steve has over 23 years of experience in Wealth Management, previously holding positions as a Vice President-Wealth Management with UBS, Vice President and Trust Officer with Civista Bank and a Financial Advisor with Merrill Lynch.
Accredited Investment Fiduciary® – AIF® designation
Steve is the fiduciary specialist within the firm. He has demonstrated that he has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients. He applies investment procedures for his wealth, retirement, foundation and endowment clients. He uses fiduciary best practices for his clients that have earned him credibility and distinction within the industry.
Licenses and education
Steve holds a Series 7, 63, 65 Securities Licenses as well as State of Ohio Life Insurance and Annuity Licenses.
Steve earned a bachelors degree in Business Administration through the Fisher College of Business at The Ohio State University. Steve also played football during his tenure at the university.
Making a difference in my community
Giving back to his community is top of mind for Steve. He is currently involved in: Serving Our Seniors of Erie County- Board Member; Catholic Charities of Erie County – Board Member; Sandusky Yacht Club; Sandusky Rotary Club and the Catawba Island Club.
Outside of the office
A native of Sandusky, Steve lives with his wife of 35 years , Lori in Perkins Township. They are very proud of their two children: Ryan, an attorney in Dallas, and Kayla, a graduate student at Ohio State.Steve enjoys spending time with his family, playing golf, bicycling and other outdoor activities and is an avid reader. Steve is a huge Ohio State University football fan.