Steven has over 35 years of experience working with Small Business Owners and CPAs focused on the Retirement Plan business space. Throughout that time, he has held Individual Contributor Senior Operations and Sales positions, Retirement Plan Sales Leadership responsibilities, and National Business Development and Consulting duties.
As Vice President of Qualified Plans, Steven’s objective is to assist business owners and CPAs in navigating the seemingly complex world of retirement plans, making them simple to understand and administer. To achieve this primary objective, Steven will leverage his expertise of retirement plan design as well as industry partnerships and resources, to highlight tax savings strategies, reduced fiduciary responsibility, and create an essential financial wellness education program on behalf of all employees that will allow them to live the life they want.
Steven enjoys spending time with his wife Kristina (High School Sweetheart), and their daughters Brianna and Gabi. His hobbies include automobiles, coaching football, and snow skiing.
