Steve works closely with clients and their families to develop and implement strategies toward their wealth management objectives. Steve is also responsible for new business, client relationships, and serves on CastleKeep’s Investment and Portfolio Review Committees. He holds the Uniform Combined State Law Examination (Series 66). Steve was first introduced to financial markets as an intern at CastleKeep while attending Wake Forest University. Upon graduation, he formally began his professional career in 2004 as a Financial Advisor with Ameriprise Financial Services, Inc. in Boston, Massachusetts. At Ameriprise, Steve finished in the top 1% of First Year Advisors with the company. While c