Steve has provided tax and financial planning and portfolio management to individuals for more than two decades. He launched his career in public accounting and corporate finance, and later gained significant experience in investment services as a Shareholder of a regional financial advisory firm. Steve earned his Certified Public Accountant credential after receiving a bachelor's degree in Accounting from the University of Pittsburgh in 1993. He completed his Master of Business Administration degree at Temple University's Fox School of Business in 2001. Steve and his wife split their time between Florida and the Jersey Shore.