Steve has been a registered representative at CFS for over 15 years.
As a financial professional, Steve has always been passionate about helping his clients understand the true meaning of Wealth Coordination and Asset Protection. His protection-first philosophy helps clients minimize risk, avoid taxes and create more liquidity. Steve introduces customized Life Insurance strategies that may provide clients the ability to achieve “financial success” under many circumstances.
Steve is a resident of New York City. When not in the office, he enjoys spending time with his wife and his son as well as golf, basketball, and running.
- BA Communications, University of Maryland
Steven’s accomplishments include
- Guardian Leaders Club, 2016, 2017
Registered Representative of Park Avenue Securities, Financial Representative of Guardian