Steve graduated from the Ohio State University in 1973 with a major in accounting and became a CPA shortly thereafter. 

He formed his own CPA public accounting firm in 1979 and was the managing partner until he sold the practice in 2008. In 1994 and 1995, he earned his Series 6 and Series 63 licenses and became a financial advisor for Avantax (formerly known as H D Vest). His accounting and tax experience as well as his investment knowledge has been quite valuable in developing and managing financial goals for his clients for the past 28 years.

Steve left Avantax and joined LPL Financial and Bluestone Wealth Partners in June, 2023. He looks forward to working closely with Adam Pusateri and Mike O’Brien in further developing and managing his client’s financial needs.

Steve has been a long-time resident in the Columbus area and currently resides in Dublin with his wife of 47 years. He enjoys playing golf and spending time with his 5 grandchildren.