In working with his clients, many of whom are corporate executives and small business owners, he provides detailed, in-depth and comprehensive analysis from an independent and objective point of view.
In addition, Steven enjoys working with clients who may be relatively new to the world of finance and looking for clear, concise advice and guidance in what sometimes can be a confusing and complex industry.
Steven has earned the CPWA (Certified Private Wealth Advisor) designation, which is the only advanced credential, designed for wealth managers who advise high-net-worth clients. To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to IMCA’s Code of Professional Responsibility. Steven has consistently contributed, at the request of the Exam Writing Committee, to the writing of questions for future CPWA exams.
Steven has earned the CEBS (Certified Employee Benefit Specialist) designation, considered the premier designation in total retirement benefits and compensation. The International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania cosponsor the CEBS program.
Steven has a BBA in Finance from Austin Peay State University. He holds his General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63) registrations with LPL Financial and Uniform Investment Advisor Law (Series 65) registration with Shepherd Financial Partners.
Prior to joining Shepherd Financial Partners, Steven worked for nearly 20 years with Fidelity Investments serving in a series of client service and management roles including the start-up and development of several international businesses and leading the client relationships teams for a national retirement practice.
Although Steven and his family lived for years overseas in India and Japan, they have called Winchester home since 2001. In his spare time, he enjoys reading, traveling, and skiing and hiking the trails near Sugarbush Ski resort in Warren, Vermont.