Steve joined Wealth Enhancement Group as a financial advisor after a successful tenure as a leader at Marcum Wealth and Marcum Financial Services. His financial services background has been shaped by the challenges gained from working several years on the institutional trading desk at Goldman Sachs and Speer Leeds and Kellog. Steve focuses on helping clients achieve their financial goals by developing comprehensive financial plans and integrating essential investment strategies. He utilizes sound planning techniques and straightforward communication to empower clients to make strategic decisions for their financial future, and he places heavy emphasis upon a highly customized, client-centric approach to ensure attention is given to each client’s unique circumstances, including objectives, risk tolerance, preferences and tax situation. His clients include individuals, families, business owners and plan sponsors of company-sponsored retirement plans.

Steve and his wife, Susan, have two grown sons, a daughter-in-law and granddaughter. Outside the office, he enjoys travel, golf and photography. Active in his community, he has served on numerous committees for the Long Island Special Olympics, in addition to supporting other charitable organizations throughout Long Island.