Steve is a graduate of both Northeastern University, Massachusetts with a Bachelor of Arts degree in Business Administration and the College of Financial Planning, Colorado with a Master of Science in Personal Financial Planning.
Steve was self-employed until 2017 when he joined Prager Metis CPAs, LLC as a principal and wealth advisor and partner with PM Wealth Management, LLC. Upon PM Wealth Management’s successful merger with Perigon Wealth Management in 2022, Steve became part of the Perigon team.
Steve has been working with both individuals and business owners for over thirty years providing financial planning, tax planning, estate planning, investment management and retirement planning.
Steve and his wife, Lori, live in Manalapan, New Jersey. In his spare time Steve enjoys playing tennis and golf. Steve serves as the treasurer of Prevent Child Abuse – NJ and the Financial Planning Association of NJ.