Approachable and empathic, Steven relies on his nearly 40 years of experience as an advisor to deliver quality wealth management with a personalized touch. His days are spent meeting with clients and researching sound strategies for their unique circumstances. Steven’s first and foremost priority is to help meet clients’ needs and empower them by making complex financial topics easy to understand. He has specialized experience serving small business owners and retirees, and holds Series 3,7,31,63 and 65 securities licenses. Steven attained his Chartered Wealth Advisor designation through the wealth planning essentials program at the Aresty Institute of Executive Education, and furthered it at the Wharton Business School in June 2016. After joining Raymond James in 2019, Steven attended the CPFA ® Certified Plan Fiduciary Advisor designation in February 2020. The CPFA ® certification issued by NAPA/ American Retirement Association reflects knowledge of fiduciary roles, responsibilities, retirement plan governance, documentation and oversight.
Steven first joined the financial services in 1983 as an advisor and K.A. Knapp & Co., later transitioning to First of Michigan Corporation, where he stayed for 14 years. He later worked as a branch manager and advisor at Tucker Anthony, RBC Dain Rauscher and at Hillard Lyons for a total of 21 years. In 2019, Steven continued expanding his career by joining Raymond James, a firm he admires for its robust platform and client-first culture.
Steven still resides in his home state of Michigan in West Bloomfield with his wife, Virginia. When he’s not diligently working on his clients’ behalf, Steven can be found spending time with his family, including his three children, Stephanie, Allyson and Danielle. An active member of his community, Steven volunteers at several women’s fast-pitch softball organizations.
Raymond James is not afflicted with any organizations mentioned.