Steve is based in our Batavia office and serves clients primarily in Batavia, Albion, Buffalo and Rochester.
Steve enjoys working with families throughout their careers, helping them build a nest egg and then helping to turn that nest egg into a reliable income stream for their retirement years. Steve believes the most important part of planning for financial happiness is defining a client’s goals and what they want their retirement years to look like. He believes in transparency and education, showing his clients why we’re making the decisions that we are, and how they will help them to achieve success.
Steve graduated from SUNY Oswego with a degree in Finance. He began his career as a Financial Advisor in 2007 and has spent the last 18 years building his business and developing client relationships before taking the opportunity to join RFG Associates in 2025. He serves as the President of the Albion High School Alumni Foundation, which donates over $100,000 annually to graduating seniors of Albion High School. He serves on the board of Cobblestone Country FCU as Vice President. Steve lives in Albion with his two boys, Mason and Everett, and coaches each of their youth baseball teams.