Steven strives to successfully assist Momentum’s clients by building relationships with the best insurance professionals, wealth management firms, and trusted advisors the industry has to offer. Steven’s passion for problem-solving fuels his desire to help families navigate the unique complexities of coordinated planning and to perpetuate their legacy.
Steven spent the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution and transitioning them to electronic platforms. In 2015 he joined the Momentum team, where he assisted the company in applying a structured approach to managing their advisor relationships and internal sales processes. Five years later Steven is still passionate about helping families and companies thrive, and he now collaborates directly with advisors and their families to help them engage in truly advanced planning.
A typical “air force brat,” Steven grew up with the opportunity to live overseas, visit eleven countries, and to ultimately gain an appreciation for other cultures. Steven graduated from Cairn University with a Bachelor’s in Business Administration. Steven has traded a lifetime of travelling for rooted stability and is now happily raising his family in the beautiful Bucks County, Pennsylvania.