SLSteve's twin
I enjoy helping people line up their portfolio decisions with retirement, tax, and legacy goals so the plan actually works together. If there’s a topic you want to start with, I’m ready to dive in.
About
His areas of focus include estate planning, insurance, retirement planning, tax planning, and investment portfolio management. He holds a J.D. from Thomas Jefferson School of Law and has previously held roles at Silver and Lee Associates and Heroes Pathways.
