Steven is a financial advisor that started in the industry in 2018 after graduating Cum Laude from Susquehanna University with a degree in Economics. During his career, he worked for Ameriprise Financial, Avantax Investment Services, and Citizens Bank, prior to joining our team. He has earned both the Accredited Portfolio Management Advisor (APMA) and the Chartered Retirement Planning Counselor (CRPC) professional designations. Steven has a passion for financial planning and tailoring financial solutions to meet a client’s needs.
While studying at Susquehanna he met his wife, Shannon. They live in Carlisle and have a young son Elliot. In his free time, he enjoys a nice round of golf and traveling to the beach with his family.