Natural ability is hard to come by in the financial services industry. A first-generation American Italian, Steve’s parents came to America from Italy when he was a young boy. Because his parents couldn’t speak the English language, at age five, Steve taught himself English and has been successfully running his parent’s financial services business ever since, transforming their dream into the reality of what the company is today — an extremely well-known and respected family-run local business. Today, you can find Steve using his natural abilities in hospitals around the country, presenting to hundreds of physicians and sharing his specialized knowledge of the financial industry. Over the years, he has developed a deep understanding of his clients' individual and business needs and continues to offer solutions that are custom-fit for each client. He works with all types of specialties, from medical practice owners to program directors to CEOs of hospitals. He also specializes in business planning and personal family planning. In 2019, Steve earned the prestigious CLTC® designation, enabling him to help his clients with specialized long term care planning.
In his spare time, Steve really enjoys spending time with his wife Taylor, three young boys, Tristan, Theodore and Harold and daughter Harbor. He is actively involved in his community and coaches youth soccer in the spring and fall months.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. AR Insurance license #10299517; CA Insurance License Number - 0I13934.