Meet Steven
Steve is a Wealth Advisor based in Livonia, Michigan. He joined Mercer Advisors in 2020 through the acquisition of SD Financial Pathways which he built and ran since 2013. Prior, he was a partner at a wealth management boutique firm, where he served as CIO, CCO, COO, and advisor over several years. Steve earned a B.S. degree from Michigan State University and a M.S. degree in finance from Walsh College. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Fund Specialist™.
Steven’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Steven has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
His working style
Steve is passionate about educating people and helping them achieve financial security. He finds joy in assisting those who may not have anyone they trust to navigate the complex financial system. Steve considers his life and client experiences as critical to his role as a wealth advisor, blending book knowledge and financial topics with real-world experience.
Steven in real life
Any words you try to live by?
Provide a thorough answer to all questions, as if the question applies to my personal situation.
What keeps you busy outside of work?
Spending time with family and our rescue dogs, travel, and hiking.
Why do you like working at Mercer Advisors?
We have a deep bench of subject matter experts.
Meet Steven’s Teammates
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