As a Planning Analyst, Steve prepares account reviews, retirement analyses, and proposed portfolios. Before joining MWA, Steve worked in investment research helping clients select the best portfolios based on their risk tolerance and time horizons of investing. Steve holds a bachelor’s degree in Business Administration with a concentrated track in Economics. He also holds the SIE registration and Life and Health Insurance license while actively pursuing his Series 7 and 66.
Steve lives locally and when not working he can be found riding his bike, playing golf or hanging with his girlfriend Maggie and her dog Willow.
