With a mission to help clients prosper and reach their financial and income goals, Steve provides clients with a wide array of professional business and individual services, products and solutions to help them better manage their finances. He endeavors to provide superior client service and forge long-term client relationships.
Steve began his career in the financial services industry in 1993, and he has always been interested in the art and science of making money grow. Prior to joining RBC Wealth Management in 2023, he worked at Wells Fargo (2000–2009), Morgan Stanley (2009–2016) and UBS (2016–2023).
Steve earned a Bachelor of Arts in economics from the University of Richmond and an MBA in finance and entrepreneurship from the Robert Smith School of Business at the University of Maryland. He passed the SIE, Series 7, 55, 57TO (securities traders’ exam), 63 and 65 exams.
In addition to serving his clients, Steve is active in service to his community. He is past president of his neighborhood HOA, head coach for I-9 flag football and Severna Park Green Hornets basketball, as well as an active alumnus of his alma maters, including The Heights Alumni Association, the University of Richmond and the University of Maryland.
A resident of Severna Park for nearly 20 years, Steve has been married to his beautiful wife, Elena, for 21 years and they have two teenage children, Quinn and Cole. He enjoys playing music with his band, The Crispy Boiz, and he is an avid skier, tennis player and golfer. Steve also enjoys traveling, particularly to his home in Sarasota, Florida.
