Steve grew up in the Philadelphia/South Jersey area. Early career experience moved him to Baltimore and DC Metro, Fairfax, VA, New York and twice to Florida – first to Naples then to Tampa Bay in 1990.
During his 29-year financial service industry career, Steve served individuals and business owners in crafting financial strategies and later worked with Financial Advisors across the Southeast designing investment solutions, particularly in the alternative investment space The Lord used the impact of market crashes, extensive travel, corporate restructurings, management changes and the stresses on family and finances to finally get his full attention in 2000.
Steve is very excited to serve the Financial Advisory community, business owners, ministry partners, and individual givers in crafting giving strategies to complement their financial plans, increase tax efficiency, multiply, and accelerate their impact on His Kingdom.
Steve and his wife JoAnn have lived and served in St. Petersburg since 2001, and have three grown children and grandkids! He looks forward to meeting you soon.