Steven focuses on assisting business owners, their families, and their employees.  His priority is helping key executives focus their efforts to what counts the most – growing and building their business with a comprehensive planning approach.  His goal is to help with business expansion, determine a business owner's exit strategy, and help attract, retain, and reward key personnel. 

After graduating from Ithaca College in Ithaca, New York in 2009 with a B.S. in Finance, Steven has called the greater Washington, DC area home since 2011.  His credentials include: Series 7, Series 6, Series 66, Series 63, Life and Health Insurance License, Long Term Care certification and a founding member of Licentia Financial.