Steve’s mission is to create long term client relationships that significantly improve lives. He specializes in Asset and Portfolio Management as well as Financial Planning for both individuals and businesses.
Steve grew up in Baldwin, Maryland where he graduated from McDonogh School. Upon graduation from Washington College, with a business degree, he went right to work with John Hancock Financial Network. He has over 30 years of experience in the financial services industry. Steve is a member of the Society of Financial Service Professionals. He is past President of the National Association of Insurance and Financial Services Assoc. He is the past President of the Greater Chesapeake Charitable Foundation. He is also a member of the Catholic community of St. Francis Xavier. Steve became the Associate Managing Partner for the Baltimore Agency in 2007 and then Site Partner in 2009. In 2017, he set up Mid-Atlantic Wealth Advisors, LLC to enhance client support and succession planning. Mid-Atlantic Wealth Advisors recognizes that a clear succession plan should be part of any advisors best interest standard.
Steve resides in Sparks, MD with his wife Kerri, and their two daughters. He enjoys golfing in his free time.
Steve is licensed to sell Securities in the following states: CA, CO, DC, DE, FL, HI, MD, MI, NY, NC, VA, WVA
Steve is licensed to sell Insurance Products in the following states: MD, VA
Chartered Life Underwriter (CLU)
FINRA SERIES 24, 7, 6, 63 & 65 Professionally Licensed
Life and Health Insurance Licensed