Works closely with individuals and families to develop strategies that provide clarity and confidence.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Values collaboration and thoughtful decision-making, believing the best outcomes come from understanding both the numbers and the people behind them. He is focused on comprehensive financial planning that blends education and problem solving to address each client’s unique needs.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.A., History, Tulane University
Previous Work Highlights: Spent time focused on executing client-focused strategies at Blackrock as a Director and La Salle Investment Management as a Managing Director in the Bay Area, CA. He then served as a Financial Strategist at Fountainhead Advisors prior to its partnership with Lido in 2025.
Personal Facts: Steve and his wife enjoy giving back through organizations like Isaiah House and First Tee. When he’s not working, he likes spending time with his family and getting out on the golf course.
