Professional

I came to Northwestern Mutual in 2012 as part of its nationally ranked internship program. I started my career as a Financial Advisor in 2013 after graduating from Sage College, earning a Bachelor's Degree in Business Administration. Having worked my way through both High School and College, I learned firsthand the value of hard work and dedication. These experiences prepared me for comprehensive and focused service that I offer to clients today, helping them define and achieve their vision of financial security.

I hold FINRA Series 6, 63, and 7 securities licenses as well as Life, Health, and Long-Term Care Insurance licenses. In 2023, I further enhanced my knowledge base and obtained the Certified Financial Planner™ (CFP®) designation from the American College of Financial Services.

 

Personal

I was born and raised in a large, close-knit Italian family in Troy, NY.  My strong work ethic and motivation to succeed was inspired by growing up surrounded by a family of entrepreneurs. I truly value giving back to the community—something my grandmother instilled in me from an early age, as she showed an outstanding commitment to helping others and building up the Capital Region. 

I also enjoy spending time out on the water fishing, playing basketball, and golf. I currently reside in Cohoes, NY.

Steve fishing
Lemon Golf Tournament

Community

Community involvement and philanthropy are integral parts of my life. I am currently a board member for the Northeast Health & Seton Health Foundation Boards.

I also participates in a number of charitable events through Northwestern Mutual, including the annual Lemon Tournament benefitting Alex's Lemonade Stand for Childhood Cancer. 

My team is always looking for new opportunities to become involved and have a positive impact on the Capital Region community.

5.18 Day

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate 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