Designations and Licenses

Steve is a CERTIFIED FINANCIAL PLANNER™ professional, a Charted Financial Consultant®, a Certified Kingdom Advisor® and an Equity Compensation Associate.

Experience and Education

Steve is a wealth strategist on the practice management team who works with wealth advisors, clients and prospects to provide comprehensive wealth planning advice. He also offers specialized expertise regarding executive compensation and income tax planning matters. He has more than 12 years of experience in the wealth management industry, working both as a wealth advisor and a trainer and consultant to advisors.

Prior to joining Mariner, Steve served as director of financial planning and advisor to senior-level executives of publicly traded companies.

Steve has a BSBA in finance and real estate from Temple University, where he graduated magna cum laude.

Personal Interests

Away from the office, Steve enjoys spending time with his wife and three children. He is an active member of his church, where he leads finance ministry and supports several local organizations.