Steven lives in Springfield, Ohio with his wife Nancy. He has lived in Springfield his entire life. Their son Sean graduated from the University Dayton with a mechanical engineering degree and in 2020 with a master’s degree in renewable clean energy.
Steven has been helping individuals, families, and businesses with their investing goals and retirement planning for over 25 years.
Steven holds several professional licenses and registrations. He holds a Life & Health Agent License and fee-based Investment Advisor Representative Series 66 registration.
Steven enjoys working with and being part of a large team of other Advisors at HBW Advisory Services, where they all benefit from sharing current market conditions, investment ideas and strategies on a weekly basis. This is a tremendous help to staying current and up to date on the latest trends and strategies to best help his clients.
Hobbies and Interest – Spending quality time with his wife Nancy, and son Sean. Playing golf, billiards / one pocket, hiking in Utah, vacations with family, and walking full marathons each year on the first Sunday in May in Cincinnati, Ohio. Steven is a 10 – Year Squadron Member for participating and completing the Flying Pig Marathon over 10 years.
Bucket List – Playing golf in Scotland at the OLD Course at St Andrews with my son Sean.
Favorite Food – Prime Rib -Twice Baked Potatoes.
Favorite Book – “The Way of The Conscientious Connector” Dave Ribble.
Place I’d Like to Visit – I’d like to take Nancy and Sean to Alaska.
Favorite Movie – “The Shawshank Redemption” with Morgan Freeman.
Hidden Talent – A numbers guy who can do math quickly and calculate percentages quickly in his head.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with HBW Advisory Services LLC and is not sponsored or endorsed by HBW.