Steven is Wealth Management Paraplanner who is passionate in his role of supporting Advisors in their work to help 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 currently pending CFP® certification once he fulfills the experience requirement. He has also completed his Financial Paraplanner Qualified Professional (FPQP®) designation.

In his free time, Steven enjoys following professional sports as he is an avid Washington, D.C. sports fan. He also enjoys collecting baseball cards and volunteering at his church.