Steve serves as the managing director for Alliance Advisory Group, and is responsible for leading and coordinating all trainings related to the sales platform, the Living Balance Sheet®, along with providing weekly one-on-one coaching opportunities to all new hires throughout the firm's four-city imprint.
In his financial representative role, Steve's focus has been on building long term and personal relationships with his clients. His association with Alliance Advisory Group contributes to his ability to provide client service with the highest level of integrity.
In 2009, Steve won Alliance Advisory Group's Rising Star Award, which is awarded to an individual who shows success in their first three years in the business. In 2011, Steve was chosen for the Guardian Leadership Institute, a unique and exciting management training program designed to cultivate future leaders from within the Guardian organization.
Steve is a D'Youville College graduate and holds his bachelors of science degree in business management and his masters of science in international business.
He is a member of the National Association of Insurance and Financial Advisors. He is also the former vice president of the D'Youville College alumni board of directors.
Steve currently resides in Lancaster, NY with his wife Jamie and their daughters, Madison and Reagan.
Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2021 Guardian