Executive Vice President- Investment Officer
(301) 798-7548 – Email
LICENSE(S):– Series 7, Series 63, Series 65– CA Insurance Lic. # 0L52572
With over 38 years of financial services experience, Steve serves a select group of individuals and families with their investment needs. Primarily, he helps those nearing the end of their careers define their vision for retirement and learn how to help potentially increase their savings. Steve's objective is to help his clients plan and be best prepared for the expected and unexpected transitions that they will likely face in retirement. Having worked through all sorts of market conditions, Steve has the experience it takes to help his clients manage risk while creating and maintaining wealth strategies.Steve strongly believes in giving back and staying involved in his community. His current and past community involvement includes being a board member of the Bedford Chamber of Commerce, Bedford Elks, The Bedford Borough of Municipal Authority and Homewood at Spring House Estates. Steve resides in Bedford, PA with his wife Janice, and they have four adult children. His hobbies include golfing, bowling, skiing, cycling and mountain biking.CA Insurance Lic. # 0L52572 Resident State: PA
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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