Steven is a Certified Financial Planner specializing in comprehensive risk solutions involving nearly all areas of insurance planning. Drawing from over 25 years of extensive experience, Steven prides himself on having aligned his practice with dedicated advisors whose ability and reputation for excellence have set them apart. Steven works directly with clients and their advisors to review existing insurance programs, understand the client’s risk exposures and offer appropriate solutions. The approach is thoughtful, educational and designed with the clients’ needs first. Steven has been highly successful working with financial advisors of large investment banks, registered investment advi