Focus: Insurance Strategies, Investment Strategies
Steve is the Investment Specialist for Skylight Financial Group with 20 years of experience in the investment arena. In addition, he is a Special Care Planner having made a commitment to serve people with disabilities and their families. As a member of the Michael Carter Financial Group, Steve’s objective is to help clients reach their financial goals, through the use of comprehensive, integrated financial planning.
He is a graduate of Miami University with a Bachelors of Science Finance degree. Steve also holds a Masters of Science in Financial Services, MSFS, from the Institute of Business and Finance.
Steve holds the following FINRA registrations: FINRA Series 24 (General Securities Principal); FINRA Series 53 (Municipal Securities Principal) and FINRA Series 4 (Registered Options Principal). He has also earned the Board Certified in Asset Allocation (BCAA), Certified Annuity Specialist (CAS) & CFS designation.
He has recently spoken at conferences around the country about Special Care Planning. These conferences include the 2009 World Congress on Disabilities (WCD) Expo in Jacksonville, FL and the 2010 MassMutual Academy in Phoenix, AZ and Baltimore, MD.
Steve currently serves as Vice Chairman of the Board of Directors for Easter Seals Northern Ohio chapter and has volunteered with numerous nonprofit organizations, including: Fieldstone Farms-equine therapeutic riding for Special Needs children, Care for Others and Twins Days. Steve resides in Chagrin Falls with his wife, Vanessa and their three children.
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2012 West 25th Street Suite 900
Cleveland, OH 44113-1454