Steve has been part of our firm’s story for nearly two decades - starting as a college student lending a hand between classes and growing into an experienced advisor for the families we serve today. A proud Peters Township native, Steve earned his dual degree in Finance and Investment Management from Duquesne University. While attending Duquesne, he often walked to our original Fifth Avenue office in downtown Pittsburgh to help with everything from client meetings to filing paperwork.
Since officially joining the Firm in 2008, Steve has built long-standing relationships with clients, taking pride in treating clients like extended family—many of whom have grown right alongside him. He’s known for his hands-on approach, while seeking clear communication, and genuine care for helping people feel confident about their financial future.
Whether he’s helping someone prepare for retirement, navigating a life change, or planning for the future next generation, Steve strives to offer clear, thoughtful guidance and a personal touch to every conversation. His goal is to simplify the complex, so clients can focus on what matters most to them.
Steve lives in Peters Township with his wife, Jackie, and their two daughters. They’re active in the community and enjoy giving back whenever they can. Outside the office, Steve loves golfing, coaching youth sports, dining out with friends, and spending time with his girls (and their two beloved dogs).
Licensure
Series 7, Series 63, and Series 66 are held with LPL Financial, Life Accident, and Health