I am a CFP® practitioner who is passionate about helping people uncover their potential by developing personalized, goals-based plans to help prepare them for retirement. Our process starts with creating a shared understanding of your goals and how you derive fulfillment in your life. Collaboratively, we gain insight on your individual values and emotions around money. This lays the framework for developing a wealth plan to guide behavior and introduce solutions to help achieve your goals.

I started my career in the financial services industry in 2011 because I wanted to make an impact on the lives of individuals—helping to provide them with confidence in their financial situations. Prior to joining RBC Wealth Management in 2022, I was a regional vice president at Equitable, serving the governmental and nonprofit retirement plan market. I earned my Bachelor of Science degree in business administration and marketing from SUNY Fredonia. In addition, I passed the FINRA Series 6, 7, 63 and 66 exams and am licensed to assist clients in addressing their insurance needs.

Steve lives in Baldwinsville, New York, with his wife, Kalie, twin daughters and mini golden doodle. On the weekends you can find Steve cooking, laughing and spending time with his friends and family. He loves being outside, working on his golf handicap and holds onto to his childhood through participation in a men’s wooden bat baseball league.