How I can help you
Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. With extensive executive experience in private industry, he has particular expertise in working with business owners, because he understands the opportunities and challenges unique to these clients and the overlap between their personal and professional finances. He is also knowledgeable about real estate situations and can offer guidance to clients in this area.
What makes me knowledgeable
Steve has had a lifelong passion for planning and investing, and throughout his career he has provided financial, investment and estate planning advice to business owners, professional colleagues, family and friends. He joined the firm in 2012, bringing a wealth of business experience and financial capabilities to the team. Over the past 20 years, he has served as president and/or chief financial officer of a number of medium-sized, highly successful companies in the manufacturing, retail/distribution and real estate industries. In addition, he obtained the Certified Public Accountant certification while working for Price Waterhouse and received the prestigious J.H. Cohn Award for outstanding performance on the CPA exam.1 Steve earned a B.A. in economics from the University of Pennsylvania and an M.B.A. in accounting and financing from the University of Pittsburgh.
Getting to know me
Steve lives in Westfield, New Jersey, with his wife, Claire. They have five children. In his free time, Steve is an active member of the Westfield community and Holy Trinity Roman Catholic Church, where he was the athletic director of the parish basketball program. He also served on the board of the Union County CYO youth basketball league and as treasurer of the Westfield High School Band Parents Association.
The great Russian writer Leo Tolstoy wrote that “there is no greatness where there is not simplicity, goodness, and truth.” Vladimir Putin’s explanation of his invasion of Ukraine bears no truth. Over its long history, Ukraine existed as a Russian territory for only a brief period.1 Prior to 1920, except for small portions of the …
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As fans of the Broadway smash hit Hamilton have come to know, Alexander Hamilton proposed the creation of a national bank. In December of 1790, Hamilton submitted a report to Congress in which he outlined his proposal. After much debate, Hamilton’s bill cleared both the House and the Senate, and was signed into law by …
1 The J.H. Cohn award is presented to the one of five top performers in the CPA exam that best demonstrates potential for contribution to the profession and the society.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional. Raymond James is not affiliated with the other organizations mentioned.