I’m an old school idea guy that’s trying to figure out how what’s happening in the real world will help protect and grow your wealth.
An alum of Santa Clara University in California, Steve graduated Cum Laude with a B.S. degree and a B.A. in Finance and Economics. In addition to his studies, he used his competitive and disciplined edge to compete on the university’s boxing team.
Steve began his career specializing in risk management for one of the world’s largest publicly traded agricultural companies, Archer Daniels Midland Company (ADM). Throughout his 11-year tenure, Steve’s calculated approach in developing financial strategies propelled earnings for ADM and advanced his personal aspirations as well.
Steve moved to Central Florida with his family in 2003 to begin a new chapter in his career as a Financial Advisor with a national brokerage firm. He joined Allen & Company in 2005 and uses his business background in conjunction with his financial services experience to structure holistic wealth management plans for the financial success of his clients. He holds Series 7, 24 and 66 licenses, as well as Life, Health and Variable Annuities.
In keeping with Allen and Company’s commitment to giving back to our communities, Steve serves as a Boy Scout Leader and coaches a little league baseball team. He is a member of the Lakeland Chamber of Commerce and supports several non-profit organizations, including United Way. Steve, his wife and their four children attend St. Stephen’s Catholic Church.
A dedicated family man who believes in creating and managing wealth for his clients and their families, Steve attributes his straight-forward, no-nonsense approach in his wealth management practice to his Midwestern upbringing.
Check the background of this investment professional on FINRA BrokerCheck