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A 20-year veteran as a Financial Advisor, 12 with S&T Bank, Steve specializes in financial, retirement and income planning for individuals and owners of small businesses. He has been able to draw upon his experiences to assist our customers in their individual planning needs focusing on each customer’s goals and providing independent solutions to help achieve them. Retirement income planning has been a recent focus of Steve’s business as more and more customers are making the transition into retirement and are looking for advice on how to position their 401(k) rollovers to maximize income.
Steve attended the University of Pittsburgh and is registered with the National Association of Securities Dealers (NASD) as General Securities Representative (Series 7), Limited Municipal Securities Principal (Series 53) and General Securities Principal (Series 24).
He is a graduate of the American Bankers Association National Graduate Trust School and is currently enrolled in the Certified Financial Planner (CFP) program. Throughout his career, Steve has received numerous awards for his achievements in the brokerage industry.
He is a member of the Board of Directors at the Indiana County YMCA and a member of the National Association of Insurance and Financial Advisors (NAIFA) of which he is on the Board of Directors for the Indiana County Chapter.
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