Professional Experience
Steve, a Financial Advisor since
1999, has been awarded a five star quality rating by Paladin Registry, an independent advisor rating service, after a comprehensive
review of his credentials, ethics, business practices, and financial services. This rating has been awarded to fewer
than 3% of the more than 600,000 people holding themselves out as “financial planners” in the country.
Steve holds the certification
of CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™ designation awarded after completion
of extensive, in-depth studying and exam requirements.
Steve consolidated his
financial planning and investment advisory practice with Focus Capital after a long and progressive 18-year career in mortgage
banking and investment management.
Steve focuses on the financial
challenges of pre-retirees, busy professionals, individuals and growing families experiencing a life changing event.
His philosophy is grounded in
a long-term approach that begins with a comprehensive financial plan coordinated with a client’s other trusted advisors.
Steve’s
approach to financial advice goes beyond investments and looks at many other pieces of a client’s total financial picture.
Steve earned his Master of Science
degree in Finance (MSF) from Bentley College with high distinction. He is also
an honors graduate of the University of Massachusetts – Lowell.
Steve serves as an executive
officer of the Greater Merrimack Valley Estate Planning Council and is a member of the Financial Planning Association and
several area groups focused on emerging technology businesses. He is a published author on various retirement planning topics
and is actively involved in alumni programs at both Bentley College and UMass-Lowell.
Steve, formerly of Methuen,
resides in Amesbury with his wife, Kristin, and is an avid competitive cyclist.
