Steve has more than 18 years of experience in the finance industry. His most recent role was Relationship Management Director with Osaic Wealth, where he directed relationship management strategies to strengthen advisor satisfaction, loyalty, and productivity across assigned territories and business lines. In this capacity, he also served as a central point of contact for escalated service issues, complex inquiries, and business development initiatives.
Prior to that, Steve served as Business Operations Manager with Lincoln Financial Advisors, supporting the Midwest and Southeast regions by facilitating a seamless operations and compliance experience for financial advisors.
Steve is a Registered Representative with Osaic Wealth and holds FINRA Series 7, 24, 63, and 66 registrations, along with the CEPA® designation. He earned a Bachelor of Business Administration degree from Radford University with concentrations in Organizational Management and Information Systems.
Originally from Virginia Beach, Steve spent 15 years living in Chicago. Outside of work, he enjoys spending time outdoors with his dog and making memories with family and friends.