Steve is an Investment Adviser Representative with Indelible Wealth Group. Prior to joining Indelible Wealth Group, Steve specialized as an Institutional Equity Energy Trader in New York and Maryland and covered key hedge funds and mutual funds as a Senior Sales Coverage Trader.
In 2013, Steven relocated to the Rocky Mountain region to spend more time raising his two daughters. Steve holds a B.S. in Computer Information Systems from the University of Wisconsin Superior. His passions are coaching and playing hockey, golf and spending time in the great outdoors. Living in Colorado has provided ample opportunity to encourage and support his daughter’s pursuit of their hockey dreams while also finding some time for his hobbies.
In his official role as an Investment Advisor Representative, Steve will be responsible for planning and wealth management for small businesses, individual investors and their families. In addition to partnering with his clients, Steve will be assisting the firm with day-to-day operations as needed.