As a Senior Partner at Flagship Harbor Advisors in Plymouth, MA, Steve utilizes his unique leadership abilities, energy and enthusiasm to focus on business development and due diligence for the firm.
Steve grew up on a military base in Dugway Proving Ground, Utah. He attended Assumption University in Worcester, MA where he played basketball. After graduating from Assumption University he received his MBA from Westminster College in Salt Lake City, Utah. His career began at Fidelity Investments and he has spent the last 28 years in the financial services industry. Steve has had the opportunity to work with some of the top financial institutions in the country. His journey has led him to Flagship Harbor Advisors, a company who offers sound and informed wealth management advice with the utmost in client service.
Steve holds his Securities registration (Series 7) with LPL Financial, his Investment Advisor Representative registration (Series 65) with Flagship Harbor and his Life Accident and Health licenses.
Steve resides in Pembroke MA with his wife Laura and they have 3 daughters - Emily, Heidi and Molly. Steve enjoys golf, landscaping, music, and spending time with his family.