Steven holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Steven provides wealth management services including retirement, college and tax planning to high-net-worth and mass affluent households. He primarily serves the needs of business owners, corporate executives and retirees, as well as professionals in the financial services, medical, dental and legal fields. Steven has more than 25 years of personal finance and investment management experience. Prior to joining the firm in 2003, he founded SMS Capital Management, which was acquired by Mariner Wealth Advisors in 2019. Steven holds a Bachelor of Business Administration degree from Th