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


Steve brings over 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




Board of Directors

Former Member, Board of Directors

Former Varsity Football Assistant

Former Boys Basketball Coach

Personal Pursuits

Steve and his wife Megan are the proud parents of seven kids. Steve loves to stay active biking, hiking and playing golf. He also enjoys playing guitar in his spare time.

Favorite Book

“Sea Stories – My Life in Special Operations” – Admiral William H. McRaven

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email