Focus
Steve brings extensive experience in investment management and client strategy. He works with individuals, families, and business owners to address complex needs with a disciplined and relationship-focused approach. His work emphasizes long-term planning, practical strategies, and adaptability across changing market environments.
Background & Experience
- B.S. in Business Administration, Duquesne University
- Vice President, prior leadership roles in the financial services industry
Outside the Office
Steve lives in Fox Chapel, Pennsylvania, with his wife Adrienne and their daughters Arden and Kapren. He is active in his church community and enjoys spending free time on the golf course.
CA Insurance License #4280191
