A native of New York’s Hudson River Valley, Steve served as an officer in the United States Marine Corps following his college graduation. Steve accumulated more than 25 years of experience in the financial services industry, the majority as a Financial Advisor. Steve has worked for firms in Dallas, Texas, San Francisco, California and metropolitan Washington, DC. Prior to joining LMA in 2016 Steve served as the Managing Director of Cardinal Wealth Services in McLean, Virginia. Steve’s focus and passion is helping guide clients through the investing and financial planning process. He strives to help his clients realize their most important goals; investing in their families and personal relationships, enjoying their leisure pursuits and positioning themselves for a post working life.
Steve earned a Bachelor of Science at the University of Wisconsin-Madison in 1984. He then earned his master’s at Texas A&M University in 1991. Steve holds the following FINRA registrations; series 7, 8, 24, 51, 63, 65, & 66 and Life and Health insurance license.
Steve and his wife, Patti, live in McLean, Virginia. He is thrilled to be involved and a positive influence in the successful lives of his three young adult daughters. Outside of the office, Steve is involved in his church, travel and equestrian activities.
Investment advisory services offered through Lara May Advisors, a division of XML Financial Group. Broker-dealer and insurance services offered through Lara, May & Associates, LLC, Member FINRA/SIPC.