Steve joined Beacon Financial Group in 2003. No stranger to finance and the stock market, he advised proprietary and personal assets as a trader for over two years and before that, was an IT Project Manager at Bear Stearns.
In 2003 Steve joined forces with his brother Chris, a senior partner at the firm. They are involved in a number of projects designed to help individuals and small businesses understand and take advantage of their employee benefits and retirement plans including the New York City Police Department. He currently services many NYPD clients throughout the 5 boroughs and Long Island.
A Chartered Retirement Planning Counselor, Steve specializes in retirement income planning for his clients utilizing many different types of investments and strategies. He helps take clients through the process of identifying goals and objectives, developing a strategy, then aims to implement the plan successfully. Together with Chris, they have developed a significant client base in Hunterdon County and provide personalized service.
Most recently, they have teamed up with another local representative, Patricia Hade in Flemington. Steve is now working closely with Patricia getting to know her clients while helping to provide them outstanding service and guidance.
Steve graduated from Lehigh University with a B.S. in Business and Economics and a Major in Marketing. He enjoys watching the Yankees and Eagles, and going to the beach with his family. He lives in Middletown Twp, NJ with his wife Jennifer, and two children.
CRPC conferred by College for Financial Planning.