Our Team

Steve has been interested in financial planning ever since the day he picked up a book called, “The Richest Man in Babylon” back in 2015.

Ever since then, he has taken many courses, read numerous books, and listened to countless podcasts on the world of finance and economics.

He found himself in many conversations with friends, family, and colleagues, which revolved around the benefits of budgeting and investing even prior to starting at the Wealth Planning Group in 2021.

Steve started out at W.P.G. The Wealth Planning Group as an assistant and excelled in all duties that were asked of him.

When the Partners of the W.P.G. The Wealth Planning Group recognized his potential they quickly encouraged him to get licensed to become an advisor in both mutual funds and insurance.

Steve’s main focus is to help families and young professionals protect and grow their assets. Steve is also very curious by nature, and enjoys learning new things and solving problems.

When he’s not at work, Steve enjoys spending time with his wife, going on walks, riding his bike, kayaking, and spending time with friends.

“Insurance products available through W.P.G. The Wealth Planning Group Inc.”