Steve has been in the financial services industry since 2008 with a focus on comprehensive financial planning and wealth management. As a senior consultant, his responsibilities include strategic planning and creating goal-based solutions for individual and institutional clients, in areas of retirement planning, tax efficiency, insurance analysis, estate planning and charitable giving. He uses a client-centric approach to create personalized solutions for high-net-worth clients assisting in prioritizing and navigating through complex challenges. Steve is a member of Cornerstone’s investment policy committee. Outside of work Steve enjoys spending time with his family, especially with his boys and their different hobbies including, music, sports, history and strategy games. He is the proud father of 3 boys, all 3rd generation Eagle Scouts. In the community Steve volunteers his time with his local scout troop and recently served 11 years as scoutmaster, helping many youths advance and learn scout skills.