Steve’s firsthand experience as a family man, a business owner, and being active in his community, provides him with appreciation for proactive financial planning. For over two decades, Steve has shared his extensive knowledge and expertise in the areas of comprehensive financial planning, business planning and wealth management with his clients for both individual families and businesses. Steve is a Registered Financial Consultant (RFC), Certified Senior Advisor (CSA), Accredited Investment Fiduciary (AIF), and an Investment Advisor Representative. A resident of Carroll County, Steve is a graduate of McDaniel College. He was elected to two terms as the Maryland State President of the National Association of Insurance and Financial Advisor
