Steve is active in Pro-Bono efforts throughout the community and has provided financial and retirement education programs for numerous groups including Eckerd College, the Veterans Administration, Florida Employee Retirement Association, Pinellas County employees, as well as local programs through the University of Florida extension system.
Steve joined ProVise after working as a partner/advisor with a local advisory firm. He serves as a Board Member of the Financial Planning Association of Tampa Bay and the Lion’s Eye Institute Foundation.
He is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary and holds a Series 7 FINRA General Securities Representative and Series 63 Uniform Securities Agent State Law Licenses. Steve is also an Investment Adviser Representative (IAR) and a licensed agent for life, health, disability and variable annuity contracts in the State of Florida.
In his spare time, Steve enjoys spending time with family and being on the water- fishing and competitive sailboat racing.
Request Your Complimentary Consultation from a CFP® Professional
Schedule a Complimentary Consultation
Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
What is a gift letter? If you are planning on making a large financial gift, or you are receiving one, then gift letters are an important part of...
3 moves financial planners can make to take advantage of the interest rate increases happening in Tampa, FL, right now
Investors in Tampa, Florida, are experiencing interest rates higher than they have been in several years. Short-term rates fell to a historic low of...
3 assets that can help investors protect their portfolio against Tampa, FL’s higher-than-average inflation
Currently, residents in the Tampa, Florida, area are feeling the sting of inflation more acutely than people in other parts of Florida. The latest...