Steve has over 20 years of experience in financial services. Prior to joining LPL’s home office, Steve was a Financial Planning Specialist with MetLife, creating and designing financial plans and helping clients and other advisors with financial planning techniques.
He began his career as a CPA, understanding clients from a tax perspective. He then became a Vice President of a financial institution, helping to manage a small business. His interest in tax planning and management of small businesses led him to study Financial Planning.
Steve is an active member of his beloved alumni groups, as well as the Financial Planning Association.