Steve is a Senior Vice President at Family Wealth Solutions. While serving investors across the Gulf Coast for over 20 years, Steve has helped clients navigate through turbulent markets and understands the many challenges and emotions investors face in meeting their financial goals.

Prior to becoming a Financial Advisor, he had an accomplished business background that included management, business strategy, and finance responsibilities for many years with a large industrial corporation. Steve is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Science in Business Administration from the University of Florida and an M.B.A. from the University of South Florida. Steve leverages his background in business, finance, and economics to deliver a high level of professional competence along with empathy and understanding of his client’s financial needs.

As a CFP® professional, Steve’s client service model is planning-based with a focus on helping investors define their risk tolerance and financial goals and then developing investment strategies to support them in a way that builds confidence with his clients.

Steve lives in Bradenton, FL with his wife Nancy and has two children.