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 in 2005 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 College Unit Director, Field Director, and Managing Associate before becoming Partner. His district office doubled in production within his five years of joining.
Steve made the transition to Commonwealth Financial Group (CFG) in 2014 with a goal of expanding his practice further. He has since grown professionally to provide the specialized services of both special needs planning and business planning. 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. Steve also maintains his insurance and securities licenses where he services his clients.
Steve currently resides in Mansfield, MA, with his daughter Madison. He enjoys playing in various basketball and volleyball leagues outside of work. Steve previously sat on the board of the Wellesley Charitable Group Foundation where they raised funds for the Make a Wish Foundation. 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.
101 Federal Street, Suite 800
Boston, MA 02110