Steve is a Principal and Senior Financial Advisor. Get to know Steve.


Steve brings nearly two decades of experience in financial services. He specializes in working with private business owners and corporate executives. He spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000.


Bachelor of Science– United States Naval Academy

Masters of Business Administration – College of William and Mary

Personal Pursuits

Steve and his wife Megan are the proud parents of seven kids leaving little time for personal hobbies. He aims to master the work/play balance with his active, growing family.

Favorite Book

“The Color of Rain” by Michael and Gina Spehn