Role: Financial Planning Associate
Joined WPC: 2019
Education: Served five years in the US Navy prior to graduating from the University of Kentucky Gatton School of Business with a major in Finance 1999
Experience: Financial and investment services industry experience as a broker/dealer in the areas of operations, trading and customer service. More recently, worked at a local RIA providing financial planning reviews. Steve earned his Certified Financial Planner (CFP®) designation spring of 2020.
Family: Married to Jodi with 2 children, Caroline and Parker, and a dog
Activities: Spends his free time watching sporting and dance team events
Community Involvement: Proud member of the Knights of Columbus and a parishioner at St. Columban Catholic Church where he serves on the Finance Committee