Steve has been interested in financial planning starting the day he picked up a book called, “The Richest Man in Babylon” back in 2015. Ever since then, he has read numerous books, and listened to countless podcasts on the world of finance and economics. He found himself in many conversations with friends, family and colleagues, which revolved around the benefits of budgeting and investing even prior to starting at Wealth Planning Group. Steve loves helping people see the benefits of having their money work for them, and watch it grow through the power of compound interest.
Steve is also curious by nature, and enjoys learning new things, and solving problems. When he’s not at work, he enjoys spending time with his wife, going on walks, riding his bike, kayaking, and spending time with friends. Since August 2021 Steve has been at the front desk and is the friendly face you will see when you come into the office, as well as the voice you will first hear on the phone when you call in.