Professional

Steve has been a valuable resource for several business owners, self-employed, and other professionals in upstate NY for the past few decades. Within both business and personal platforms, Steve operates in the following areas: risk management, wealth accumulation, and wealth preservation.  On the personal side of financial planning, he helps clients design the life they want by protecting and growing their family & resources. On the business side of planning, he helps business owners with exit strategies, buy/sell agreements, and establishing cost effective, executive, & employee benefit packages. 

Steve and his team work diligently to help you reach your personal and business objectives. He is happy to work with your current legal and tax advisors you may already have in place. Though he primarily operates out of the North Country, 30% of his practice is nationwide.

Steve believes learning never stops and engages in formal education in order to bring more value to his clients. He believes knowledge is not just valuable, but a necessary component of today’s economically changing environment.

From his personal life to his business dealings, Steve's integrity shines through. With a positive attitude, Steve is ready to develop relationships based on high ethics and strong values.

Associations and Memberships

NAIFA, Clayton Chamber of Commerce

Awards and Recognition

  • Million Dollar Round Table Qualifying Member (2015)
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • National Association of Insurance and Financial Advisors Quality Award (2011-2012, 2014-2015)
    • Award recognizing commitment to excellence in service to clients and industry

Personal

Living in the 1000 Islands, I enjoy spending time with my five adult children & nine grandchildren. As a native of Upstate NY, I truly enjoy the outdoors and take advantage of all that Northern New York has to offer. From the Adirondack Mountains, mentoring young kids or even learning to kite surf on the Saint Lawrence River, I make each day count and embrace all that life has given me.

Lending a hand in my community.

Steve has served the 1000 Islands communities through being a TI School District Board Member, serving on the River Hospital Foundation Board, being a member of the Rotary Club of Watertown, several church missions & committees, and currently serving on the Hospice of Jefferson County Foundation Board.

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Education Planning & Funding

Estate Planning

Multigenerational Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline