Professional Designations
Chartered Financial Analyst®
Education
Penn State University Smeal College of Business
Read more about Steve
Steve works with clients to develop a thorough understanding of their goals and planning needs. He is responsible for analyzing investments and producing decision-useful advice that allows clients to pursue their goals with an eye toward diversification, cost reduction and discipline.
Steve and the Independence Advisors Team joined Modera in January 2021. Prior to joining Independence Advisors in 2018, Steve was a registered representative at Lincoln Financial Advisors. At Lincoln he developed investment and insurance solutions for individuals and their families and helped closely-held businesses plan for succession. Before Lincoln, Steve was an advisor at Raymond James Financial Services.
Steve entered the financial services industry upon graduating from the Penn State University Smeal College of Business in 2012. He holds the Chartered Financial Analyst (CFA) designation and is committed to the ongoing development of his knowledge and skills in order to better serve clients. In his free time, Steve enjoys reading books, watching movies, and listening to music. He is an avid cyclist and has participated in the Tour de Shore and Bike MS: Waves to Wine events in addition to frequent rides on the Schuylkill River Trail.