A Partner at Cross Coastal Advisors, Steve has maintained an unparalleled enthusiasm and genuine passion for holistic planning and wealth accumulation for over a decade. Steve is a consummate professional who focuses on the individual needs of his clients. When you work with Steve, all of your finances are coordinated and integrated. Various strategies are designed and evaluated, allowing him to create economically efficient solutions that serve your true purpose.

Steve graduated from Western New England University with a BSBA in Finance. Immediately following graduation, he knew he wanted to start his own financial practice and help others achieve financial confidence. Steve quickly moved into leadership, holding management positions of YP Unit Director, Field Director, and Managing Associate before becoming Partner.

Steve made the transition to Cross Coastal Advisors with a goal of expanding his practice further.  He specializes in serving those in the medical community as well as those who own closely held businesses.

He is a firm believer that these demographics require the specialized skill set and training which he has obtained. He is active in the community through volunteer work, education, and advocacy. He has served with organizations such as the Jewish Family & Children’s Service, Autism Alliance of MetroWest, and Special Olympics Massachusetts. Steve has also sat on the board of several charitable foundations raising money for both the Make a Wish Foundation and St. Jude.

Steve currently resides in Wrentham with his wife Jenna and their children Madison and Gregory. Steve enjoys cooking and challenging himself in the world of health and fitness. You will also always find him in the middle of a book or two.