Steve brings over 15 years of Financial Planning, insurance and investment experience to NFN. Of the greatest difficulties any of us face is simply getting organized. All of us struggle to find the time to “deal” with our financial affairs.
A secure financial future is more than just a 401K. Steve 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 your financial blue-print and help you build it into reality.
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 and Financial Advisor of Park Avenue Securities LLC (PAS)