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.
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