Steve has been in the Financial Services space for 30+ years and became a Financial Advisor in 2008 when he transitioned from GMAC Financial Services. He joined PSECU Financial Services available through CUSO Financial Services, L.P. in April 2017 as the licensed associate and has helped PSECU members and families achieve their financial goals since joining the team.
Prior to joining PFS, Steve has worked with a national broker dealer and a large regional bank helping clients with retirement planning, estate strategies and financial planning. He comes to the table with many years of hands-on personal and business experience and conveys a “walk the talk” background as a proud baby boomer. Steve follows a strict objective based approach founded on morals, ethics, respect for others and accountability.
Steve and his wife of 35+ years, Lisa, reside in Harrisburg, PA and enjoy golf vacations, entertaining friends and family along with attending a few Penn State Football games in the fall. Steve grew up in State College where he attended high school and college, majoring in Business Management at Penn State University.
Contact Steve today to find out more about he can help you reach your financial goals.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.