Stephen has been entrenched in the financial industry for over 40 years. After earning a bachelor’s degree in accounting from the University of Massachusetts, he’s continued his education by earning an extensive list of professional designations, including Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Registered Health Underwriter® (RHU®).

Steve is licensed to sell investment and insurance products. He’s also a member of the Million Dollar Round Table and the Society of Financial Service Professionals. Additionally, Steve was named a Five Star Wealth Manager in 2017 because of his high overall satisfaction rating by clients, peers and industry experts. This award puts him in a distinguished group of just 4% of all wealth managers in the state.

Steve often shares his financial expertise with those in his community. He teaches courses in tax, business and estate planning. He also conducts informational workshops for the public and professionals and has written a number of articles dealing with financial and estate planning issues.

Steve’s financial know-how has also been featured on radio and television programs, including “CBS Good Morning.” His articles have appeared in the Elder Law Journal of the American Bar Association, as well as Wall Street Select, ABC, CBS, CEOWorld Magazine, Fox and NBC.

An active member of his community, Steve is the founder of the St. Catherine School Charitable Foundation and the St. Joseph School Charitable Foundation. He coaches hockey and has served on the board of directors for the New Hampshire Legends of Hockey.