Meet The Team

Steve supports clients and advisors by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions; estate planning; charitable giving, and legacy concerns. He worked with Ameriprise Financial prior to co-founding Acorn.

In His Own Words

“Emerson said: ‘It is one of the most beautiful compensations of life, that no man can sincerely try to help another without helping himself.’ My life and work are based upon this philosophy and it has never let me down. I have been very blessed to have chosen a profession that provides a true Win/Win for the clients I serve and myself. The last time I considered what I do ‘work’ was over 20 years ago! I thrive on the interaction with people and am dedicated to helping them achieve financial peace of mind. When people ask what I do for a living I often reply, ‘I make dreams come true.’ I will always do my best to make this statement a reality!”

Steve holds a Bachelor’s degree in business from Michigan State University. He is a Certified Financial Planner and Advanced Portfolio Management Advisor.

His extracurricular activities include volunteering for Rotary International, Smile Train, St. Augustine Catholic Church and Food for the Poor. He is board chairman at the Genesys Health Foundation.

Steve enjoys walking, boating, cycling and golf, as well as photography, reading and college sports (Go Spartans!).