Advisor

Steve, a CERTIFIED FINANCIAL PLANNER™ practitioner, has dedicated over 25 years to guiding clients into retirement through financial planning. Operating from offices in New Hampshire and Massachusetts, he serves clients across the United States, building lasting relationships that help them pursue financially secure and meaningful lives through thoughtful planning and disciplined investment strategies.

Steve’s career began after earning his Bachelor of Arts in Business Administration from Baldwin Wallace University. He later deepened his knowledge with a Certificate in Financial Planning from Merrimack College and earned his CFP designation. Steve pursued advanced designations from The American College, including Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). These credentials reflect his commitment to providing well-rounded, client-focused advice. As a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network, Steve stays engaged with industry standards and practices to better serve his clients.

Steve works with individuals and families planning for or in retirement and those navigating sudden financial changes, tailoring his approach to each client’s unique circumstances. As a fee-only advisor, Steve accepts no commissions or compensation related to financial product sales, ensuring his recommendations remain aligned with clients’ goals.

Originally from Honeoye Falls, New York, Steve moved to Massachusetts in 1993 and has since made Westford MA his home, where he lives with his wife and their two boys. Outside of his professional life, Steve is deeply involved with his community and cherishes time spent with family. He enjoys cheering on his favorite teams at local sporting events, fishing and enjoying a round of golf. Steve stays active by traveling, and attends concerts to unwind.

Steve takes pride in helping clients navigate complex financial decisions all while fostering confidence and clarity in their financial journey. “While I can’t guarantee what the future holds, I can guarantee that you’ll receive my full commitment, focused effort, and clear, honest communication – always aimed at helping you achieve your financial goals.” Read more about Steve in his Team Member Spotlight.