Financial Advisor - AIF®
Steve was born and raised in Detroit, Michigan. After 30 years with Delta/Northwest, Steve retired in 2009 and started his financial planning career at MetLife Investments. His focus is personal investment accounts and employer-sponsored retirement plans. Steve is an Accredited Investment Fiduciary® (AIF®) and holds the Life, Accident, and Health Insurance licenses, as well as, Series 6 and 63 securities registrations. Steve has qualified for Leaders Conference three times.
Steve currently resides in Evendale, Ohio with his wife, Sharon. Together they enjoy cooking for friends & family. In his leisure time, Steve enjoys tennis, travel and gardening. He often travels to his hometown of Detroit, Michigan to enjoy quality time with friends and family. He has a keen interest in youth hockey, as he coached for a number of years.
Favorite Movie: “Doctor Zhivago”
Hidden Talent: “Homemade Hummus”
Bucket List: “Travel to attend all 4 Tennis Grand Slam Tournaments”
Check the background of this investment professional on FINRA’s BrokerCheck.
- 513-866-0764 office / 513-836-6182 cell / fax 513-624-3124