Steven has over 20 years of experience as a trusted advisor for his clients on how to best plan financially to achieve their goals. He utilizes a holistic approach which coordinates the many different financial choices people make in order to create efficiencies which then help to maximize opportunities. He is both a Registered Representative in the Securities industry and a licensed Insurance producer, earning Top of the Table status as a member of the Million Dollar Round Table – recognized as the most respected organization in the industry. He is also the former Board President of the NCAG, the leading national college advisory organization which focuses on the academic and financial factors in college planning.
He is a graduate of Rutgers University, School of Management where he earned his degree in Financial Accounting.
He is happily married to Beth, his wife of over 30 years. They are proud parents of three amazing children. Steven loves to ski, going to concerts, and spending time with family and friends.