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 - 2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in 5/25 based on data gathered within 12 months preceding the issue date. 3715 Detroit-area advisors were considered, 289 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 https://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