CFP®, ChFC ®, CLU ®
Director, Wealth Manager
Steve’s primary responsibility is managing client relationships. Steve is focused on providing firm clients with professional, personalized and disciplined client service and financial planning expertise. Steve is passionate about his legal and ethical responsibility to act in the best interest of clients and feels “every client deserves a strong, consultative relationship with a trusted advisor as life goals and circumstances change and financial plans recalibrate”. Steve takes an active role in helping clients coordinate the various aspects of their finances by collaborating with our broader team and other trusted advisors to deliver holistic wealth management solutions.
Steve relocated to Boston from upstate NY in 1994. Prior to joining Crestwood Steve worked for Heritage Financial Services as a Senior Wealth Manager.
Steve earned a B.A. in Business Administration from Baldwin Wallace University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Financial Consultant® and a Chartered Life Underwriter®. Steve is a Boston Magazine “Five Star Wealth Manager”* and is a member of the Financial Planning Association.
Steve resides in Westford with his wife and two boys and enjoys spending time with family. Steve can be reached at email@example.com.