Stephen is a Certified Financial Planner^™ with Certification in Long-Term Care. He is also life, health and insurance licensed. Steve entered the financial planning industry after graduating from Fairleigh Dickinson University with a degree in economics and finance.

He has been married to his high-school sweetheart since 1988, and they have a daughter Lindsay (Principal at Franklin Township School) and a son Stephen (sales consultant).

Steve enjoys hiking, fishing and hunting with his son, and the family visits a different part of the country each year. But his favorite place to chill is the cabin they own in the Lake Placid region of the Adirondacks.