Growing up seeing the effect of his father’s work on clients’ lives was infectious to Steve. He followed this passion to Duquesne University, where he earned a dual degree in Finance and Investment Management. He began working at the firm in 2008 and since then has helped clients create and realize financial wellness and stability. The firm’s clients are Steve’s friends, and they have all grown together over the years.
Steve, his wife Jackie, and their daughter love what their community has to offer, and they give back as much as possible. They live in Peters Township, where Steve enjoys golfing, traveling, dining out with friends, and spending time with his family.
Series 7, Series 63, Series 66, Life Accident and Health