Helping to Build, Protect and Preserve Wealth
After spending twenty-five rewarding years working for a large Boston-based financial institution, Steve wanted to apply his vast experience in the financial services industry to take his career in a slightly different direction — he wanted the ability to impact others, face-to-face, by developing deeper relationships. Steve joined The Bulfinch Group in 2024 as a Financial Representative. His passion for financial well-being has led Steve to focus on helping individuals and families navigate life's uncertainties through personalized financial strategies.
Steve’s mission is to consult with professionals and small business owners to review their financial goals and implement plans with appropriate flexibility and protection. Determined to help those that need financial guidance early in their lives, he remains focused on informing and teaching individuals as they navigate their own financial journeys.
Steve earned a Bachelor of Science (B.S.) degree in Business Management from Suffolk University. He is a devout Boston Red Sox fan and enjoys studying baseball history, particularly the period prior to 1920. Steve has spent much of his life collecting vintage baseball memorabilia. He also enjoys the outdoors, spending time with his wife (Gina) hiking, traveling, trying new restaurants as well as microbreweries and wineries around New England. Steve and his family currently reside in Walpole.
Financial Representative of Guardian Life