Steve focuses on providing comprehensive financial planning and investment management, oriented toward clients’ goals and aspirations. He is dedicated to serving as their trusted resource for any significant decisions that affect their financial lives. A long history of executive experience in private industry helps him understand the opportunities and challenges clients face, as well as the overlap between personal and professional finances. He also has deep knowledge of real estate and can offer guidance to clients in that area as well. Steve has had a lifelong passion for planning and investing, and throughout his career he has provided financial, investment and estate planning advice to business owners, professional colleagues, family and friends. Steve joined Wealth Enhancement Group in 2022 through the Burke Financial Strategies acquisition, bringing his business experience and financial capabilities to the team. Prior to joining Burke Financial Strategies in 2012, he served as president and/or chief financial officer of a number of medium-sized, highly successful companies in the manufacturing, retail/distribution and real estate industries. In addition, he obtained the Certified Public Accountant certification while working for Price Waterhouse and received the prestigious J.H. Cohn Award for outstanding performance on the CPA exam. Steve earned a BA in economics from the University of Pennsylvania and an MBA with concentrations in accounting and financing from the University of Pittsburgh. Steve lives in Westfield, New Jersey, with his wife, Claire. They have five children. In his free time, Steve is an active member of the Westfield community. He was the athletic director of the Holy Trinity basketball program. He also served on the board of the Union County CYO youth basketball league and as treasurer of the Westfield High School Band Parents Association.