Steven is responsible for leading and developing comprehensive wealth planning strategies for high-net-worth clients. In addition, Steven is Chair of DBR & CO’s Financial Planning Roundtable and Head of Flagship Wealth. He has three decades of experience specializing in financial planning strategy and advising on complex financial situations. Steven employs a holistic approach when working with clients on wealth planning, including cash flow analyses, tax and estate planning, retirement planning, charitable planning, and education planning.
Prior to joining DBR in 2003, Steven worked for Confluence Technologies, a leading provider of software to the investment management industry, and additionally at Federated Investors and Dreyfus Investment Services.
Outside the office, Steven enjoys coaching youth sports, helping with the youth program at his family’s church, and spending time with his wife Angela, daughter Vivien, and sons Luke and Martin. Additionally, he volunteers his time with the Orchard Hill Church, KidsBurgh, and Eden Christian Academy.
Steven holds a Bachelor’s degree in Accounting from Duquesne University. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor designations.