Steve is a seasoned professional with over 20 years of experience in the Financial Services Industry, specializing in Sales, Management, and Trading. A keen observer of market and economic trends, he has a talent for breaking down complex financial concepts into clear, digestible solutions for his clients. Steve’s ultimate goal is finding the right products and creating a seamless experience that inspires confidence and trust.

Originally from Connecticut, Steve spent many years in Chicago before making his home in Green Hills, TN, with his incredible wife Sallie and their amazing daughter. Steve enjoys any activity that immerses him in nature and values the time spent being fully present with his family