.png)
Steven is a Client Transfer Specialist that plays a key role behind the scenes to facilitate account transitions with care and accuracy, providing our clients with confidence and peace of mind throughout their financial journey. Before joining the team, Steven gained valuable experience working in banking, inspired by his father’s 20-year career at the Federal Reserve.
He earned his bachelor’s degree in Business Administration from Old Dominion University and holds life and health insurance licenses in the state of Virginia. Steven currently resides in Alexandria, Virginia, and enjoys spending his free time playing video games, working out, and playing basketball.
Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.
.svg)