Steve assists individual and institutional investment clients with the initial design and on-going monitoring of their investment programs. With a focus on defined contribution retirement plans, Steve helps privately-held companies maximize their retirement plan benefits at both the corporate and employee level through effective plan design, fiduciary investment reviews and meaningful employee education. Steve earned a B.S. in Business Administration from Gwynedd-Mercy College (now Gwynedd Mercy University), where he currently serves on the School of Business Advisory Board, and a M.S. in Financial Services from St. Joseph’s University. He is a Certified Financial Planner (CFP®), Accredit