Steve has been in the financial services industry since 2001, after graduating from Marquette University with a double major in accounting and international business and a minor in Spanish. He also completed coursework in Madrid. Steve obtained his CFP® and CRPC® designations from the College for Financial Planning® and The American College. When he’s not working, Steve enjoys travel, the New England outdoors and photography. He lives with his sons in Barrington, Rhode Island.