Steve began his career as a Financial Advisor over two decades ago with Merrill Lynch, where he honed his expertise in financial planning and investment management. In 2016, he used his wealth of knowledge and experience to lead our team to Raymond James. Now as the senior partner, Steve is instrumental in devising comprehensive financial strategies tailored to meet the unique needs of our clients.

A native of Rochester, NY, Steve pursued his higher education at the University of North Carolina at Greensboro, where he met his wife, Odessa. Together, they chose to establish their home in Lake County, FL, raising their two children, Jessica and Preston. Now, they delight in spending quality time with their granddaughter, Abby, creating cherished family memories.

Beyond his professional commitments, Steve is dedicated to his family and enjoys spending time at their second home in South Carolina. His personal interests are diverse, including boating, golfing, and downhill skiing. He is also actively involved in his church, contributing to his community through various church activities.

Steve's blend of professional acumen and personal dedication makes him a cornerstone of our team, continually striving to provide exceptional service and support to our clients.