Steve began in the life insurance industry in Philadelphia in 1986, planning to be there for a year. The idea of a career helping people protect and plan grabbed him immediately. He quickly gained all of the necessary licenses, as well as the advanced degrees of Certified Financial Planner® certification, Chartered Life Underwriter, and Chartered Financial Consultant.

As an advisor, Steve specializes in getting to know a client's goals and needs and providing solutions that are effective, easy to understand, and lead to long-term relationships. Areas of expertise include asset accumulation, asset distribution, and protection from the financial effects of death, long-term care, and outliving one's money.

Steve and his wife, Chase, moved their family to the Portland, Maine area in 2006 and midcoast Maine in 2020. They enjoy cooking for friends and anything to do around the water—boating, kayaking, swimming, and stand-up paddleboarding. When the water is not available, Steve can often be found walking his Labrador Retriever.