AspenCross Wealth Management
Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career in 1989 with a large national financial services firm as a Financial Advisor and Investment Management professional. In 2001, Steve joined AspenCross Wealth Management and has served on their executive and investment committees since that time.
For over 27 years, he has been guiding individuals and families in helping achieve the retirement lifestyles they desire, through comprehensive retirement income planning, a keen understanding of the myriad of Social Security claiming strategies available to help maximize one's benefits, and by suitably aligning their retirement investment portfolios with their income and lifestyle goals.
Steve also serves as the Director of the firm's Financial Education and Corporate Financial Wellness Programs that deliver financial education workshops and webinars to individuals, public and private corporations, colleges and universities, and social and fraternal organizations throughout the country.
Steve's ability to take complex financial and investing topics and break them down into easy to understand and actionable ideas for both clients and workshop participants have made him a sought-after advisor and speaker on the topics of social security, retirement planning, and investment management.
Steve is also active in the industry having served as the Past President of the Worcester, MA Chapter of The Society of Financial Services Professionals (SFSP) and is an active member of the Financial Planning Association (FPA).
Steve and his wife Robin have three children and live in the beautiful Merrimack Valley area of Massachusetts.
BA, Economics, Fitchburg State University
Assets Under Management:
Licensed to offer securities in: CA, CT, FL, ME, MA, NH, NJ, NY, RI