Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.
As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.
We offer comprehensive financial planning services through Osaic Weatlh and are dedicated to helping you:
Identify your goals.
Develop a financial plan based on sound advice and knowledge.
Implement your plan.
Throughout this process, we never lose sight of one essential element – personal service. At StoneBridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.
Steve has more than 17 years of experience in the finance industry. His most recent role was Relationship Management Director with Osaic Wealth. Prior to that, Steve served as Business Operations Manager with Lincoln Financial Advisors for the Midwest and Southeast regions.
Achievements
- Registrations: Series 7, Series 24, Series 63 and Series 66
- Registered Representative, Osaic Wealth
- Bachelor of Business Administration, Radford University, in both Organizational Management and Information Systems
Personal
- Grew up in Virginia Beach, Va. and spent 15 years in Chicago
- Enjoys being outdoors with his dog and spending time with family and friends