Associate Wealth Advisor
Steven began his career in the financial services industry in 2010 after graduating from William Paterson University in Wayne, NJ majoring in business and financial planning. As a CERTIFIED FINANCIAL PLANNERTM professional, Steven focuses on building and maintaining financial plans to guide clients through all their financial life changes. Steven also holds the Series 66 License. Steven and his wife Elizabeta live in Bloomingdale with their son Jonathan and two dogs, Oliver and Thea.