Through the investment insights provided through Merrill and banking convenience of Bank of America, Steve and his team can help address the various aspects of clients’ financial lives. Utilizing a tailored wealth management approach—including retirement income planning, estate planning services, concentrated holdings and tax minimization strategies—Steve commits himself to creating customized financial strategies designed to help clients pursue desired outcomes while building, managing, and preserving their wealth for current and future generations.
Community involvement is integral to our practice-in how we interact with clients and communities and how we can make an impact outside of the office as well. Steve currently serves on the board of the Great Valley Ford Rotary Club as well as an ambassador for the Delaware County Chamber of Commerce. Steve is an active member of the Penn State Alumni Association and lives in Talleyville with his wife, sons, and daughter.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
