Steve entered the financial services industry in 1984 affording him over 30 years of industry experience. Steve is responsible for investment research and due diligence as well as industry regulatory compliance. With a 45 year history and passion for equity research, Steve brings an immeasurable amount of knowledge and experience to clients.
For as long as he can remember, Steve has had a fascination with the stock market. At a young age, Steve began watching the Louis Rukeyser show with his father. “What I learned and found incredibly exciting was the ability and challenge of growing wealth through investing in stocks, combined with the fact that markets are ever changing, this necessitates the need to adapt.”
Steve has been married for over twenty years to his wife Laura. They have three children, Benjamin, Marcus, and Elizabeth and currently reside in South Lyon. Steve received a bachelor’s degree in Chemistry-Management from Marietta College where he played baseball for 4 years and was a senior captain of the 1981 national championship team. He also earned an MBA in Finance from Wayne State University.