Steven has been in the Financial Services industry for over 25 years. As a Financial Advisor and Managing Director, Steve works with investments, protection strategies, business continuity, special needs and estate plans for his clients. Prior to joining Greater Hudson Financial Steve was the Director of Insurance and Annuities at HSBC bank. He developed skills working with advisors 1:1 training and expanding their knowledge while servicing a book of high net worth clients.
Steven was looking for a way to expand his offering to clients and grow a team of advisors focused on wholistic planning. Although there is no way to predict the future there are ways to structure financial strategies so when the environment changes, or an unforeseen life event occurs, the plan in place can flex, not break. The process is about collecting key information from clients such as, what keeps them awake at night. Steve understands that even if the response has nothing to do with a direct financial concern there may be a way for him to make an impact by alleviating pressure in another area.
Teaching other advisors to uncover the facts with clients and develop strategic flexible plans is what keeps him engaged and excited to be in this business. Outside of educating clients and developing future advisors, Steven enjoys traveling and hiking with his family and also playing beach volleyball with his kids on the weekends.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA License #0H45974.