Steve got into the financial services industry in 2000 in a roundabout way. He was a successful pharmaceutical representative at Bristol Myers-Squibb when a college roommate convinced him to shift gears and go into financial services. After spending 15 years educating financial advisors, CPAs and attorneys on retirement income strategies offered by some of the leading insurance providers in the industry, he decided he wanted to help the public, so he became a financial advisor in 2015. He enjoys meeting with people and helping them with retirement income strategies.

Steve holds licenses in life, accident and health insurance as well as property and casualty insurance. He has obtained his Chartered Retirement Planning Counselor (CRPC®) and Certified in Long-Term Care (CLTC®) designations. Steve has a bachelor’s degree in political science with a minor in criminal justice from Kutztown University.

Steve resides in Hummelstown with his wife, Michelle, and their four children: Steve, Danielle, Brooke and Trevor. He enjoys playing golf, almost any outdoor activity and watching his children’s athletic events.