Steve believes in understanding both the financial and emotional sides of wealth management. His approach is holistic – including portfolio design, retirement planning, tax minimization strategies, college funding and wealth transfer strategies. Steve is focused on meeting the specific goals of each client. In addition to holding a CPA, Steve also completed the Chartered Financial Analyst investment program in 2008. He specializes in providing investment advisory and financial planning services. Steve spends his evenings and weekends coaching and cheering for his children.