Bachelor of Arts from Wichita State University, 1972; Master of Science in Family and Consumer Studies from Lehman College of the City University of New York; winner of the Vivian Schulte Award for Academic Excellence; completed Certified Financial Planner designation (CFP®) in 1986; Past President of the New York/Connecticut Association of Tax Professionals; keynote speaker at an NAITP Annual Convention. Steve currently is securities registered through LPL Financial in AZ, CA, CO, CT, DE, FL, GA, IN, KY, MA, MD, MI, NC, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, and WA through LPL Financial. He is also licensed for insurance in AZ, CA, CT, FL, GA, MD, MI, NC, NJ, NV, NY, SC, TX, and VA. Steve enjoys travel, wine, fine dining, and rooting for the Miami Marlins and Miami Dolphins.
Our Commitment to you: Straight-forward and objective answers to even your toughest financial and tax questions.