Steve’s personal motto is “always put your best foot forward.” That’s precisely what he does for his clients every day, thanks to a strong work ethic and ability to home in on his clients’ needs and goals.
Previously Steve worked for Equitable Advisors, where he helped teachers set up private retirement plans. He was attracted by the opportunity to offer complete retirement services, from planning and legal to accounting, which prompted him to join Golden Reserve in 2021. He loves the client-first approach and ability to continue helping people during one of the most critical and impactful times in their life.
Steve and his wife, Kathy have four children: Thomas, Steven, Amanda and Jacob, along with two dogs: Marley and Charlie. He’s a graduate of Fairmont University, where he received a Bachelor of Science in Business Administration. He also holds a life and health insurance license and Series 6 license.