CERTIFIED FINANCIAL FIDUCIARY®
Steve successfully completed a rigorous certification and training process established by National Association of Certified Financial Fiduciaries™ (NACFF) and The American Financial Education Alliance (AFEA). Steve is committed to excellence and a team culture of highly ethical financial professionals who act with the highest integrity – not just when regulations require. Steve is committed to his higher dedication, trust and accountability to investors.
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 24 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® & Certified Financial Fiduciary® Designations
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 Series 7, 63, 65 Securities Licenses as well as State of Ohio Life Insurance and Annuity Licenses.
Steve earned a bachelor's 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; 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 speech language pathologist at Hilliard City Schools. 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.