Steve is a Financial Planner and was a Director of Planning for Lincoln Financial Advisor’s National Planning Team. He was responsible for consulting, coaching and training advisors throughout the country. He holds the Chartered Retirement Plans Specialist designation (CPRS) and was also a Registered Principal for Lincoln Financial Advisors (LFA).
Steve obtained BS and MBA degrees from Xavier University. He has been in the financial services industry since 1991 and with LFA since 2001.
Steve enjoys playing and coaching soccer. He has been an active volunteer with the Literacy Network of Greater Cincinnati and the Winners Walk Tall program, serving as a character coach for elementary school children. Steve and his wife Amy reside in Eastgate with their daughter and two sons.