‘The Greatest Success We’ll Know is Helping Others Succeed & Grow.’
–Gregory Scott Reid
If there is one word clients use to describe Steve, it’s passion: passion for educating his clients and guiding them through life’s many financial decisions.
Even with the best intentions, many of Steve’s clients may not have the time or knowledge to manage their investments in the way they would like.
That is what makes his approach unique; Steve works to be more than a financial advisor. Specifically, Steve believes in being an advocate for his clients throughout all of life’s financial decisions – the big, the small, and everything in-between.
With over a decade of experience in the financial services industry, Steve provides comprehensive financial planning and wealth management services to individual clients, educators and small businesses. By creating personalized retirement plans with the intention of providing life-long retirement income, Steve helps his clients feel confident about their future.
Steve’s areas of expertise include investments, retirement/estate planning, working with “solopreneurs” and small business owners, as well as comprehensive financial planning and wealth management for those in the education field.