Steven has valued the opportunity to work with various financial services and wealth management teams for over 20+ years. The skills and experiences he has gained with every organization with which he has worked have contributed towards his goal of understanding the needs of investors and colleagues so that value-added collaboration can be achieved. Steven is proud to be aligned with the breadth of intellectual capital and business expertise at BIP Wealth.
Outside of BIP Wealth, Steven loves spending time on the move; either in the great outdoors or pursuing random adventures with his son. Sports, discovering new events, and staying active are some of his top priorities. Supporting others and lending a hand, or some insight is always top of mind when opportunities arise.
Steven currently resides in the Sandy Springs area with his son.
