Steven entered the financial services industry in 1983 and began his career working with professionals, family business entities and closely held business owners. He has established a solid concentration in working with CPAs, attorneys, and their client’s, and has made it his guiding principle to create successful partnerships that impact the level of expertise he is able to bring to his clients. His ability to work as part of a cohesive team has created his solid reputation as a business and estate planner as well as an insurance professional who can be relied upon to offer straightforward and impactful advice. He spends significant amounts of time in the advanced planning and impaired risk arenas.
Steven believes in an emphasis on relationship-based planning rather than isolated transactional planning. This approach is one that encourages input from the clients and their other professionals and trusted advisors.
Prior to joining International Planning Alliance, Steven was a member of Partner’s Financial from 2002 to 2018, a national independent producer group. He graduated with a BS degree in Finance from Ithaca College in 1981. He is a member of the Association for Advanced Life Underwriting (AALU) and is a long time and committed Board Member of the Jewish Community Foundation of Greater Metrowest NJ, Inc.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.