Who is Steve?

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Industrial and Operations Engineering. That’s what it says on my undergrad degree from the University of Michigan; yet here I am, a financial advisor. Let me give you some more background so you can get an idea of who you’ll be working with and what unique strengths I bring to the table.

Having always had an aptitude for problem solving, it seemed only natural for me to become an engineer. I started out my professional career working as a design engineer for a Tier 1 automotive supplier. While I was there, I began working on my MBA. This is where I developed my passion for business and finance. When the automotive industry crashed in 2009, I took the opportunity to apply my engineering skills in a different industry. I started my advisory career with MassMutual in mid-2009 and later went independent to be able to better serve my clients. In early 2018, I aligned with Commonwealth Financial Network to bring a new level of independence, technology, and resources to my practice.

Over the past 10+ years I’ve gained experience serving individuals and businesses in the local community. I have also continued my professional education and development. I hold the FINRA Series 6, 7, 63, and 66 securities registrations. I completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional in 2020.

I enjoy being active in my community. I serve on the board of directors of both the Sterling Heights Regional Chamber of Commerce and Live Life Federal Credit Union. I am also active in the Eagle Scouts of Metro Detroit and the Alumni Association of the University of Michigan through the U of M Club of Greater Detroit.

My wife and I live in Macomb with our three children. In my free time I enjoy home brewing, shooting, listening to music, and spending time at the family cottage on Lake Huron.

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The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

2021-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in May 2023  based on data gathered within 12 months preceding the issue date. 3,550 Detroit-area advisors were considered, 312 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

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The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates knowledge, expertise, and commitment to working with retirement plans.

Plan advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

 

Why Atticus?

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My oldest son’s middle name is Atticus. It was chosen for him because of Atticus Finch, the main character in Harper Lee’s To Kill a Mockingbird. Atticus Finch was a strong, intelligent, wise, and morally straight hero. These are characteristics I want my son to embody, and characteristics I want my advisory practice to embody.

“Before I can live with other folks I’ve got to live with myself. The one thing that doesn’t abide by majority rule is a person’s conscience.” - Atticus Finch