With over 23 years of experience at Certified Financial Services, Steven is a trusted financial professional specializing in life insurance strategies.
Guided by a “protection first” philosophy, Steven helps clients build financial strategies that minimize risk, avoid unnecessary taxation, and create liquidity — all while ensuring a solid foundation is in place to safeguard what matters most.
A 9-time Leaders Club and Executive Club qualifier, Steven has consistently been recognized for outstanding performance and dedication to client success.
Steven resides in Haworth, New Jersey with his wife, Alexis, and their two children, William and Lucy. Outside the office, he enjoys coaching his kids’ sports teams and spending his free time playing golf, basketball, and running.
