VP Financial Services
Steve began working alongside his brother Chris, a senior partner at the firm in 2003. Having started out in NY providing financial guidance for the NYPD, he soon moved out to the Flemington NJ branch office in 2008. There, he teamed up with Chris to help provide financial advice to those in the area where they both grew up.
His client base expanded greatly after a merger with a retiring advisor from the area. For 5 years he helped manage and cultivate the transition of over 150 households to Beacon Financial Group of Flemington. 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 base and pride themselves on providing personalized service.
Steve holds his Series 7, 63 and 66 licenses through LPL Financial as well as Life and Health Insurance licenses in New Jersey and New York. In addition, he is securities licensed in over 20 states, which allows him to service clients that now reside all over the country.
Steve graduated from Lehigh University in with a Bachelor of Science degree in Business and Economics and a Major in Marketing. He enjoys watching the Yankees and Eagles, as well as going to the beach or hanging poolside with his family. He lives in Middletown, NJ with his wife Jennifer, and two children.