Steve is a CFP® professional focused on helping individuals and families turn their goals into a clear, actionable financial plan. His approach centers on uncovering what truly matters - how you define success, fulfillment, and purpose - so that your wealth can support the life you want to live. He brings clarity and structure to financial complexity, aligning each client’s resources with what matters most to them.
Steve began his career in financial services in 2011 with a desire to make a meaningful impact on people’s lives by bringing clarity and confidence to their financial decisions. Prior to joining RBC Wealth Management in 2022, he served as a Regional Vice President at Equitable, where he specialized in the governmental and nonprofit retirement plan market developing his approach to long-term planning and fiduciary guidance.
Steve earned a Bachelor of Science in Business Administration with a concentration in Marketing, and a minor in Sports Administration and Communication from SUNY Fredonia. He has pased the FINRA Series 6, 7, 63, and 66 exams. He is also licensed to provide insurance solutions as part of a customzied wealth strategy.
Steve lives in Baldwinsville, New York, with his wife, Kalie, their twin daughters, and their mini goldendoodle. Outside the office, he enjoys spending time with family and friends, cooking, working on his golf game, and staying connected to his competitive roots through a men’s wooden bat baseball league.
