Tenure & Professional Background:
Steve plays a key role in working directly with qualified plan participants, where he educates them about their retirement programs and investment principles, helping them make informed decisions to secure their financial futures. His expertise allows him to explain complex concepts in a clear and understandable way, ensuring participants fully grasp the details of their plans and feel confident in their choices. Beyond his client-facing responsibilities, Steve also shares his wealth of industry experience and knowledge with the RPS team. His understanding of retirement planning, combined with his ability to communicate effectively, makes Steve an indispensable resource both for participants and colleagues alike.
Personal:
Steve’s favorite pastimes include family time, reading, and volunteering.
Credentials:
- Series 65 held through IFP Advisors, LLC, dba Independent Financial Partners (IFP)
- Certified Employee Benefit Specialist® (CEBS®)
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