With 35 years in financial services and professional designations including CLU, ChFC, and REBC, Steve brings both expertise and heart to LifePrint Planning. An MBA graduate from the University of Tampa, Steve’s journey started as a Major Appliance Rep at GE before transitioning to MetLife as a Branch Manager. He later joined The Equitable Advisors as a Financial Planner and is a proud member of the Million Dollar Round Table. Steve is also actively involved in prison ministry with the Catholic Church and is a father of four daughters.
Throughout 2024, Steve will be introduced as Brian’s Continuity Partner, officially joining LifePrint Planning on January 1, 2025, to support Brian and clients through a seamless transition and continuity of care.