Steve first learned about investing when he received 13 shares of AT&T stock for his 13th birthday. He enjoyed receiving what he thought was “free money” when he received dividend checks every quarter. After about a year, he learned about dividend reinvesting, and the young investor was on his way.

Steve is a lifelong learner and combines the disciplines of Financial Planning, Income Taxes and Investment Management in the work he does and in the work his firm does. He finds that continuing to prepare income tax returns keeps him on his game and helps him find creative solutions to further the financial lives of those he works with.