Client Advisory

Biography

Steven is a Principal in the Louisville office. In this role, he manages and leads the team that is primarily responsible for helping clients with their estate planning needs and carrying out their legacy goals. Steven’s focus is primarily on ultra-high-net-worth clients.

Prior to joining Cerity Partners, Steven served as an Estate Planning Specialist & Financial Advisor at ARGI Financial Group. Before ARGI, he worked for PNC Wealth Management as a Wealth Strategist, preparing comprehensive financial plans for high-net-worth clients with a specific focus on advanced planning strategies for executives, legacy wealth families, and business owners. Prior to PNC, he was a summer Associate for two local law firms while attending law school.

Education

  • B.S. in Finance with a minor in English from University of Kentucky Gatton College of Business and Economics
  • J.D. from the University of Kentucky College of Law

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.