Lead Wealth Advisors
Steve believes in an individualized, highly personal approach to advising individuals and families planning for their future. He works hand in hand with his clients, incorporating both their unique inputs into the holistic process he has crafted and refined over his years in financial practice.
Joining Shepherd Financial Partners in 2017, he has made comprehensive financial planning the focal point of his practice, utilizing the firms’ people and resources to help his client families transition their wealth, along with their values, to the next generation.
Steve is a Certified Financial Planner ™ Practitioner (CFP®) and a Certified Public Accountant (CPA). 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.
Steve earned his bachelor degree in accounting from Plymouth State College, and a master’s degree in accounting and a graduate certificate in taxation from New Hampshire College. He is a member of the American Institute of Certified Public Accountants, New Hampshire Society of Certified Public Accountants, and Financial Planning Association.
Steve and his wife Cheryl have lived in Manchester for many years, where they raised their three children Jonathan, Kyle & Zackery. Steve has served on the boards of NH Society of CPA’s, North Little League and Manchester Vikings. He also serves as a Team Leader at the New Horizons Soup Kitchen in Manchester, NH and a District 1 Little League umpire .
Steve has been a guest on a variety of TV and radio show programs discussing a variety of financial, business and tax related issues including radio stations WSMN in Nashua, WGIR and WZID in Manchester, WZLX in Boston, and television stations WMUR TV9 in Manchester and NH1 in Concord.