Steve has been a New York Life Insurance Company agent for almost 30 years, following in his father's footsteps as a second-generation insurance and financial services professional. He is currently associated as an agent with the Latham General Office of New York LIfe. During his career, Steve has received many awards for his outstanding performance including Chairman's Council, Million Dollar Round Table and Agent of the Year several times. His integrity, honesty and dedication to following the rules has enabled him to help many of his clients achieve their financial goals.
Steve focuses mainly in assisting the pre- and post-retirement markets. He works with clients in the Northeastern area of the country, and with many "snow birds". The focus is accumulation, preservation and transfer of wealth
He has been honored by his peers by being appointed "successor agent" by several agents, meaning that other agents trust Steve to fill their shoes when they are no longer assisting clients and have retired.
Steve is also an Investment Advisor Representative (IAR) with Eagle Strategies LLC, A Registered Investment Adviser; providing fee-based and financial planning to clients and a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency.
Steve lives in upstate New York with his wife and two children. He is a graduate of SUNY - Oswego and has received his CLU® and ChFC® designations from the American College in Bryn Mawr, PA.