Steve joined The Will Group in 2022 after spending 8 years between UBS and Charles Schwab in New York. He is a Certified Financial Planner® professional and has earned specialized designations as a Chartered Retirement Planning Counselor® and Certified Exit Planning Advisor®. Throughout his career Steve has worked closely with individuals and business owners regarding equity compensation and developing financial plans for families. Originally from New Jersey, Steve is a graduate of McDaniel College in Westminster, MD, and currently lives in Frederick with his wife, Annie, their daughter, Carolyn, and their dog, Pal.