Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, LGBTQ
A Partner at Commonwealth Financial Group, Steve has maintained an unparalleled enthusiasm and genuine passion for planning, investing and wealth accumulation for over a decade. Steve is a consummate professional who focuses on the individual needs of his clients. He excels in assisting clients bolster their financial standing by implementing sound and progressive investment strategies coupled with prudent risk management.
Steve graduated from Western New England University with a BSBA in Finance. Immediately following graduation, he knew he wanted to start his own financial practice and help others achieve financial confidence. Steve quickly moved into leadership, holding management positions of YP Unit Director, Field Director, and Managing Associate before becoming Partner.
Steve made the transition to Commonwealth Financial Group (CFG) with a goal of expanding his practice further. He specializes in serving those in the medical community as well as those who own closely held businesses.
Steve is an integral member of CFG’s SpecialCare Program and Business Planning Team. He is a firm believer that these demographics require the specialized skill set and training which he has obtained. Through his work with the CFG SpecialCare Program he is active in the community through volunteer work, education, and advocacy. He has served with organizations such as the Jewish Family & Children’s service, Autism Alliance of MetroWest, and Special Olympics Massachusetts. Steve has also sat on the board of several charitable foundations raising money for both the Make a Wish Foundation and St. Jude. Steve currently resides in Mansfield with his daughter Madison. He enjoys cooking, challenging himself in the world of health and fitness, and you will always find him in the middle of a book or two.
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101 Federal Street Suite 800
Boston, MA 02110