Episode 637: Steve was recognized by Forbes in 2019* as one of the top financial advisors in Ohio. His financial services career began in 2002 when he formed a team that focuses on the financial well-being of retirees, multigenerational families and closely held businesses. Today, he’s proud of the many long-lasting relationships he’s formed with his clients as he’s helped them plan for their financial goals. Steve’s team helps families by focusing on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. The team assists businesses with a range of needs including banking, business transition planning and capital markets. Whoever the client may be, Steve and his team are committed to providing truly comprehensive wealth management.
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