Client Advisory


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.


  • 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



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