About Steven
As a CERTIFIED FINANCIAL PLANNER® professional I work together with our clients to help them achieve their financial goals. I take pride in my high level of professionalism and our standard of ethics. At no time do I forget whose money and whose future is in our hands. My 'holistic' approach to man... We have the knowledge, training, and resources to help our clients succeed financially
Areas of focus
Credentials & background
Education
BSBA The Ohio State University (1989)
Clients served
High Net Worth Individuals
The firm
Wells Fargo Advisors Financial Network