Steven is a Wealth Management Paraplanner who is passionate about supporting advisors in helping individuals and families achieve their financial goals. He graduated from Virginia Tech in 2022 with a bachelor’s degree in finance and a concentration in Financial Planning. With a desire to expand his knowledge and experience, Steven successfully passed the CERTIFIED FINANCIAL PLANNER® exam in March 2024 and is an active CFP® practitioner. At Quantis, he specializes in retirement planning and scenario analysis, supporting advisors in helping clients make informed financial decisions.

Outside of work, Steven is a Washington, D.C. sports fan and baseball card collector. He also enjoys reading and trying new restaurants in his free time.