Steve has over 15 years of experience in the financial services industry where his focus is working with individuals and owners of small businesses to ensure that they are working towards their goals and objectives.  Retirement Planning is a focus of his, as he helps clients plan for their retirement and proposes strategies for protection, long-term care and legacy issues.

Steve attended the Cleveland State University where he studied marketing and economics.  He has also furthered his education by receiving the designation of CRPC, Chartered Retirement Planning Counselor℠ in 2015.  Steve joined Symphony Financial Services, Inc. in 2016.

​

Steve resides in Copley, Ohio with his wife, Dianne, where he is active in the community and with the Rotary Club. When time permits, Steve enjoys golf, travel and spending time with his two adult children and two grandchildren.

​

Steve is passionate about working with clients and wants them to experience financial confidence now and in retirement. He will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes - ask targeted questions and listen closely to your answers. His objective is for you to feel confident that the advice provided reflects your unique dreams and goals.

 

*CRPC conferred by College for Financial Planning