Client Advisory

Biography

Steven is a Partner in the Cincinnati North office, where he works with a team of focused advisors who 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 his family.

Education

  • B.B.A. in Finance from the University of Cincinnati

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Forbes Top Next-Gen Wealth Advisors Best-In-State 2023
  • Volunteer with the Knights of Columbus, City Gospel Mission (Cincinnati), and Habitat for Humanity

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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.