Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Steven is a Partner in the Cincinnati office, where he works with a team of focused advisors that help provide clarity for individuals and businesses through comprehensive, integrated financial services. These services include comprehensive financial planning, investment management, business management, accounting services, retirement plan services, and estate planning.
Prior to joining Cerity Partners, Steven served as a Senior Financial Advisor at ARGI Financial Group. Before ARGI, he worked at Fidelity investments where he specialized in equity compensation and executive stock plans.
In his free time, Steven enjoys hiking, playing basketball and golf, and spending time with family.
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