Steve has over 25 years of corporate management and direct client work in the financial sector. Before joining Cornerstone, he spent 8 years managing client accounts as an AXA Advisors, LLC Registered Representative and Investment Advisory Representative.
Steve is an Illinois native and earned a Bachelor's Degree in Accounting and Finance from Aurora University in Aurora, Illinois. He is a Registered Representative and Investment Advisory Representative and holds Series 7 and 66 FINRA registrations as well as Life Insurance, Health Insurance and Variable Annuity Licenses.
Steve has held Treasurer positions with several non-profit groups and has also been an Ambassador to the Sebastian Chamber of Commerce. His charitable and civic activities include volunteering in the local schools, fund raising for Vero Beach High School Band programs, coach and referee for Indian River Soccer Association, Florida High School Athletic Association soccer referee, member of a men's choir and quartette at 1st United Methodist Church, teaching adult Sunday school and participating in foreign mission trips to Central America. Steve is proficient in speaking Spanish.
Steve's business is focused on comprehensive financial planning, wealth accumulation and preservation, retirement planning, business planning and employee benefit plan design and implementation.
Steve and his wife Cindy have 2 sons and their beloved dog. They live in Vero Beach and enjoy golf, high school sporting and music activities, swimming, walking, running, cycling, youth soccer and all of the beauty that South Florida has to offer.