As a highly trained veteran of the Financial Services Industry, Steve has helped numerous clients discover effective solutions to meet their business and personal financial objectives. Steve's goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Steve is able to utilize his expertise in conjunction with a team of specialists to create custom designed financial strategies for clients.
Steve joined Baystate Financial in 2011. Prior to that he was Vice President and Practice Leader for the Wealth Management Division at USI Insurance Services, Inc. At USI, Steve's played an integral part in providing clients with a foundation for building and protecting wealth while helping them attain their personal financial goals. In the past, Steve has also operated his own financial planning practice. He has experience in providing advice to individuals through free workshops and was the host of “The Financial Network” radio show, a locally syndicated live financial program dedicated to answering questions from the general public and dispensing prudent financial information and education.
Stephen is involved in Baystate Medical Division which works with Mass Medical Society / PIAM and Mass Hospital Association to work on the unique challenges that face physicians and medical practitioners in today's financial environment. Stephen helps medical practitioners, at all stages of their careers, plan for the financial future for themselves, their practice and their families.
Stephen holds Life, Health and Accident, Securities Series 6, 63, and 65.