Steve has been a Registered Representative since 1982. He holds series 7, 63, and 65 securities registrations as well as Massachusetts and Connecticut life and health insurance licenses.
Steve has worked with retail clients throughout his thirty-eight year career in the financial services business. His experience helps to match clients’ needs and goals with realistic pathways to work towards achievement. Steve’s strong commitment to a sustainable and green energy future is a major component in his investment decisions as he believes that investing in renewable energy is a positive not only for the planet but also for one’s financial portfolio.
Steve is a graduate of Dartmouth College and has a graduate degree in psychology from the University of Massachusetts at Amherst. He lives in Longmeadow, Massachusetts, with his wife Michele, a former high school English teacher. Steve is currently an elected member of his town’s Select Board, having previously served on its Finance Committee.