Steve has been helping clients achieve their financial goals as a fully licensed investment professional since 1993. Steve has developed knowledge and experience in helping clients through all steps in the financial planning process throughout his almost 30-year career. Steve earned a Bachelor of Science degree in both Business Management and Economics; then studied at Oakland University to attain the Certified Financial Planner ® designation in 2003. Steve enjoys playing hockey with his sons, and says hockey, like other team sports, teaches the value of working together and executing a plan. “The opportunity to help you and make a difference in your life is my favorite thing about my role a