Principal, Senior Financial Advisor
Steve brings over two decades of experience in financial services. He specializes in working with private business owners and corporate executives on their financial plans. 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
ACCREDITED INVESTMENT FIDUCIARY®
Board of Directors
Former Member, Board of Directors
Former Varsity Football Assistant
Former Boys Basketball Coach
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.
“Sea Stories – My Life in Special Operations” – Admiral William H. McRaven
Get Steve’s Help
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 firstname.lastname@example.org.