Steve joined Crestwood in 2017 and serves as a Wealth Manager and Director.
Steve makes a positive difference in clients’ lives by delivering excellent results in a way that provides them the opportunity to live financially secure and purposeful lives. His unique approach to financial planning goes beyond the normal scope to include consideration of a client’s tax situation, personal sensitivities, business affiliations, and family issues through all stages from accumulation of wealth to income distribution
Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Life Underwriter and Chartered Financial Consultant with decades of experience delivering comprehensive financial planning. Steve has a BA in Business Administration and Management from Baldwin Wallace University, 1992. Steve is actively involved with the Merrimack Valley Estate Planning Council and serves as a member of its Board Of Directors. Steve is a Boston Magazine “Five Star Wealth Manager”*.
Steve and his wife, Ann, reside in Westford and are raising two young men. Steve enjoys spending as much time outdoors as possible with family and friends supporting their sports and activities.
*See important disclosures regarding awards granted to Crestwood Professionals