Steven wanted to become a financial advisor in his youth out of an aspiration to serve people in a significant way by helping others achieve their financial goals. While attending college, he worked as a financial advisor’s associate and his additional 10 years of experience in the financial services and banking industries laid the ideal foundation for his work as a financial advisor today.
Steven comes to Brookhills Investment Group from J.P. Morgan Chase & Co. where he worked in their Corporate & Investment Bank division, serving both business banking and a broad range of corporate clients. Prior to J. P. Morgan Chase & Co., he worked in the retail banking industry at TD Bank and the securities industry at Wachovia Securities. As a result of his experience, Steven is meticulous with details, analytical in finding solutions to complex situations, and commits himself in earning the trust of others. These characteristics and his collaborative approach working alongside Shayne and Jonathan in understanding a client’s risk tolerance, developing strategic asset allocation strategies and performing annual client reviews provide clients with the confidence in knowing their wealth will be managed according to their wishes for many years to come and that their and their families’ best interests come first.
Steven graduated from Rutgers, The State University of New Jersey, with a Bachelor of Arts degree in economics and political science with honors. He supports the Cystic Fibrosis Foundation’s Central Pennsylvania Chapter to educate and raise awareness for those living with the disease and is involved with the Pennsylvania Family Institute.
Away from work, Steven enjoys staying physically fit by focusing on nutrition and exercise. Steven lives in Lancaster, Pennsylvania, and loves traveling with his son to see some of America’s greatest destinations.