Financial Advisor / Director of Planning
Steven is a Baltimore native, born and raised on the Chesapeake Bay in Bowley’s Quarters. He attended Salisbury University, graduating Cum Laude with a Bachelor of Science in Finance with a concentration in Financial Planning. While attending Salisbury, he was inducted into the Beta Gamma Sigma Honor Society for maintaining a spot in the top 10% of his class. He was also an active member of the Financial Management Association at the Perdue School of Business.
Steven works closely with the office manager and partners at Mosaic to ensure client support and efficiencies are maintained at a high level. Steven achieved his CFP®designation in June 2019. He also holds his Series 7 & 66 licenses as well as his Maryland Insurance License for Life, Health, and Annuity lines.
When he is not working, you will find him on the Chesapeake Bay with his fiance and their dog or enjoying a good game of tennis or golf.