A graduate of Norwich University with a Bachelor of Science degree in Electrical Engineering and Troy University with a Master of Science degree in Human Resources Management, Steve holds Series 6, 63 and 65 securities licenses.
Steve advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Steve is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey.
Married with one daughter, Steve enjoys sports, boating and spending time with his family.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.