Steve’s life philosophy is built on values instilled in him as a child: hard work and perseverance, generosity, intellectual curiosity, and compassion. These qualities shine when he’s working with clients. “It simply comes down to strong relationships. You can learn the technical parts of this business, but empathy comes from within. I deeply care about my clients and want to give them confidence and comfort. I’m a social worker at heart,” says Steve.
- As senior financial advisor, Steve provides clients with portfolio strategies and comprehensive financial plans aligned with their individual goals. He also collaborates with the team on investment strategy.
- He has specific expertise related to strategic tax solutions and compliance as part of a comprehensive financial plan.
Steve was born and spent his childhood in Maine. He moved to the Baltimore area to pursue higher education and launch his career, but family and the distinct Maine lifestyle called him home.
- With over 40 years of experience in the financial services industry, Steve has built skills in research, stock analysis and portfolio management. Notably, he was the head of trust investments at Maine National Bank at a time when they held the largest number of assets north of Boston.
- He has an extensive background in the independent sector, working at several other registered investment advisor firms in the Portland area and also as a sole practitioner. He shares, “Working outside the traditional wealth management model has always been about creating the best outcomes for the families I work with.”
Steve is equally committed to serving his community and champions several non-profit organizations.
- With a passion for the performing arts, Steve serves as a board member for the Maine State Music Theatre. He is also a proud supporter of the Entertainment Community Fund.
- Steve also advocates for healthcare initiatives that promote equal access, opportunity and freedom for all Mainers.
