Experience

Steven was born and raised in Northeast Philadelphia. The son of two teachers who instilled upon him education, hard work, integrity, and honesty. He began his career in 1986 after graduating from the Pennsylvania State University with a Bachelor of Science degree in Finance.  Over the past 30 years he has helped client's manage their wealth throughout good times and bad. Steven holds the title of Senior Vice President - Wealth Management, Portfolio Manager and Wealth Advisor.

Steven and his wife Jodi enjoy traveling and spending time with their three children, Nicole, Brooke, and Dylan.

APPROACH TO FINANCIAL GUIDANCE: My methodology revolves around attentive listening. Understanding your concerns is the cornerstone of assisting you in making informed decisions about your financial future.

COMPREHENSIVE PLANNING: Collaborating with a proficient team, I go beyond conventional investment advice. I offer a holistic strategy, addressing every facet of your financial landscape to provide what I term “advice beyond investing.”

RISK MANAGEMENT AND RETURNS: A pivotal aspect of my strategy involves mitigating risk and optimizing returns through meticulous asset allocation. This is instrumental in propelling you toward your financial objectives.

CORE BELIEFS: I firmly adhere to the belief that wealth is cultivated over time, eschewing shortcuts. Skepticism towards opportunities that seem too good to be true is inherent in my approach.

LONG-TERM RELATIONSHPS: Building relationships is a gradual process, and I acknowledge the time it takes to earn your trust. Accessibility is paramount; I make myself available by phone, email, and face-to-face interactions almost daily because your questions deserve swift answers.

ACCOUNTABILITY AND TRANSPARENCY: I am committed to being accountable for every decisions made on your behalf. It’s essential that you comprehend the rationale behind our actions as we work together to realize your goals and aspirations.

Sheila's career began in 1980, in Santa Ana California. In the course of her career, Sheila has worked in various capacities from branch wire operator to administrative manager. Sheila attended University of Phoenix and received her Bachelor of Science in Management. In addition, Sheila maintains her Series 7,63 and 65 registrations and insurance license.

Sheila provides full administrative and operational support to our clients. She communicates regularly with clients and is available to assist with many questions. Sheila's primary focus is to provide our clients and team members' responsive and accurate support.

Sheila lives in Willow Grove Pennsylvania and enjoys reading, traveling, line dancing, and spending time with her husband Ron.