Steve began a career in the financial services industry in 1998. He attributes his love of financial planning in part thanks to his engineering background from a previous career. After all, designing and fixing things are what engineers do best and it didn’t take him long to see the similarities between the two fields. Steve advises the clients he serves by presenting solutions that combine solid financial expertise with real world experience. Steve is very personable and is able to explain complex topics to clients in relatable terms. He specializes in comprehensive wealth management, including the areas of investment management, estate planning, retirement planning, insurance planning, and relevant tax issues. Steve received a Bachelor of Science degree from Michigan State University in 1989 and a Master of Science in Finance degree from Walsh College in 2001. He is a CERTIFIED FINANCIAL PLANNERTM and a Certified Fund SpecialistTM.