Currently, he is an executive with one of the top insurance companies helping agents provide insurance planning services for individuals including owners and managers of privately held businesses. His experience includes developing plans for income protection, executive benefits, management succession, business continuity, estate preservation and charitable gifting programs. He is a MBA graduate from The Wharton School, University of Pennsylvania and has met professional licensing and educational requirements. Because Steve is a NASD registered representative, please note that the information provided on this page is without compensation and is for informational and educational purposes only. Any member of the public considering a specific course of action should rely on their own legal and tax counsel.
Questions are welcome.
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