As a Family Wealth Advisor, Steve helps clients identify and quantify their priorities before working with them to develop personalized strategies to help them achieve their goals. Prior to joining Avantra, Steve was a financial advisor at Merrill Lynch for two years. Previously, he was a Vice President, Administrative Manager for the Central Pennsylvania Complex of Merrill Lynch for eight years. In this position, he was responsible for approximately 150 employees across five offices in the region. Before moving to central Pennsylvania, Steve spent a year as an Associate Administrative Manager for Merrill Lynch in Oklahoma and six years in various roles for Merrill Lynch in Minneapolis, Minnesota.
Steve earned his Bachelor’s Degree in Economics and Theatre from Bucknell University and his Master of Fine Arts Degree in Set Design from the University of Connecticut. After finishing graduate school, he worked in the New York City area as a freelance theatrical set designer and scenic artist. He spends his free time serving on the board and coaching for GoWags Baseball. Steve lives in Enola, Pennsylvania, with his wife and two children.
