Steve has been in the financial services industry since 2005. His practice focuses on helping clients plan and pursue a predictable retirement income that supports their desired lifestyle. Prior to joining Seventy Capital, he was a Vice President and Financial Advisor with Merrill Lynch, a Bank of America Company, where he was part of a team serving high net worth individuals and families. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Chartered Retirement Planning Counselor℠ designation.
Steve holds a Bachelor of Science in Economics from the University of Maryland, College Park. He is an active member of his community and is currently President-elect of his hometown Rotary Club. As an avid endurance sport athlete, Steve regularly competes in triathlons and marathons to raise funds and awareness for various charitable organizations. He and his wife have two dogs and love to travel, hike and spend time with family.