Steven joined Lighthouse Financial Advisors in July 2018. He works alongside advisors to ensure that each client will achieve their personal and financial goals. In May 2018, he graduated from Towson University with a Bachelor’s in Finance. While in school, Steven gained experience as a Tax & Financial Planning intern at a “fee-only” firm in Baltimore. Upon graduating, Steven was determined to search for another financial planning firm that also prioritizes putting the client’s best interests first. He has a strong passion to help clients’ achieve their dreams and to help make their lives easier. In November 2021, Steven earned the designation of CERTIFIED FINANCIAL PLANNER™. Steven has a high interest in personal finance, college planning, and investment management. He will continue to gain experience, stay educated, and learn from the team at Lighthouse Financial Advisors.
Steven was born in Edison, New Jersey and currently lives in Marlboro. In his spare time, he enjoys playing sports, playing saxophone & clarinet, and spending time with friends & family.