Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor (CTFA). 

Experience and Education

Steve specializes in providing comprehensive wealth management for high-net-worth families, business owners, executives and retired individuals. He offers wealth solutions, including investment management, tax consulting, cash flow analysis, estate planning and wealth transfer strategies to help clients achieve their goals.

He has more than two decades of financial consulting and advisory experience. Prior to joining Mariner, he served as a senior wealth management advisor with Greenleaf Trust where he developed comprehensive wealth management plans, providing goals-based planning strategies and managing client investment portfolios.

He has a bachelor’s degree in business finance from Michigan State University and a master’s degree in business administration from Oakland University.

Personal Interests

Steve enjoys participating in triathlons, bird hunting, fishing, hiking and skiing.