As a trusted consultant, Steve is passionate about working collaboratively with affluent clients and their team of advisors to design insurance solutions that complement their well-designed financial plans. Over the last 15 years, Steve has partnered with numerous industry experts to help protect and grow their clients’ assets. His prior experience includes Regional Sales Vice President at Prudential and Regional Marketing Specialist at The Hartford (acquired by Prudential in 2012). As a revered subject matter expert, Steve is often relied upon to speak to financial advisors, CPAs, attorneys, and other industry professionals on how to best structure and incorporate life insurance as an integral component of their clients’ comprehensive wealth plans. In 2017 Steve met his better half, Meghan, and went from living the bachelor life to becoming a stepfather to two wonderful kids and an accomplished “suburban zookeeper”.
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