About
Starting in 2011, Steven began his career in the financial services industry at HHG & Company. Working on all financial matters, Steven has broad experience in financial planning, investment management and tax preparation. Steven is a winner (2021-2023) of the “FIVE STAR Wealth Manager” award.* He joined the Colony Group in 2015, and returned to us at Wealth Enhancement Group in 2016.
Steven is an alumnus of Bentley University, where he earned a Bachelor of Science degree in Economics and Finance as well as a Bachelor of Arts in Global Perspectives. Outside of work, Steven enjoys home improvement projects, investing, and exploring the world with his wife and dog.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 or 2022 FIVE STAR Wealth Managers. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.
Education
- BS - Economics and Finance, Bentley University
- BA - Global Perspectives, Bentley University
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