Steve has been practicing wealth management since 2013. He spent many years focused on helping executives from the Biopharma Industry in Boston. He noticed that because of the industry’s fast pace and growing complexity, it is often difficult for professionals to properly plan for their personal goals. 

He has focused his efforts on researching the potential financial solutions available for his clients, educating them on their suitability and simplifying their implementation. He joined First Capital Advisors Group in 2016 and later joined Wealth Enhancement Group through the First Capital Advisors Group acquisition in 2023. This allows him to provide his clients with access to more sophisticated wealth management solutions coordinating financial, tax, investment, estate and business planning into one comprehensive plan.