Steve has helped people for over 40 years protect their assets, invest wisely, and plan for a long, comfortable and worry-free retirement without having to worry about running out of money. As a result of his planning strategies, his clients are well-educated and confidant about their financial future. Steve regularly provides Social Security and Retirement Income workshops to help baby boomers make smart decisions to maximize their retirement income. He is also a financial contributor to Investopedia, which is the world’s leading source of financial content on the web.
Steve graduated from the University of Florida in 1969 with a degree in Business Management And Finance. Upon graduating, he served as a U.S. Army Signal officer during the Vietnam era, and eventually retired as a Lieutenant Colonel in the Army Reserves. He continued his education and received his MBA from Florida International University in 1985.
Steve began his career as a financial advisor and registered representative in 1981, building his business with such companies as New England Life, Mutual of New York, Transamerica and John Hancock. Steve uses life insurance, annuities, and long term care insurance to help his clients accomplish their particular financial objectives. Steve has been happily married to his wife Donna for more than 38 years. Together they have a daughter, Laurelle, and the mother of an energetic 10-year-old boy. Steve invites you to contact him by email or phone. His mobile phone is (786) 252-3697 if you would like to call or text him.
