Steve brings over 15 years of Financial Planning, insurance and investment experience to Aegis Wealth Partners, an office of NFN. He helps his clients face one of the greatest difficulties so many struggle with which is getting organized. Steve understands that people lead busy lives and find it difficult to find the time to “deal” with their financial affairs, until it may be too late.
He is a facilitator and a collaborative partner, who brings clarity to the moving parts and will identify what needs attention, and what does not. Steve’s goal is to create a financial blue-print and help clients build it into their reality. Education is a key component of Steve's practice, coaching clients to understand a secure financial future is more than contributing to what may be offered from an employer. He builds financial strategies to withstand the changing environment while making sure clients understand the "why" behind its implementation.
Steve is a graduate of Cornell University with a degree in Economics. He is a member of the Board of Directors of Women & Family Life Center in Guilford CT. Steve resides in Niantic, CT with his wife and two sons, and enjoys sailing in Long Island Sound. He holds his series 7, 6, 65 & 63 securities licenses, as well as his Life & Health License.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian