Helping clients pursue financial independence in an ever-changing investment landscape is a challenge that Steve finds rewarding. He strives to provide clients with excellent service, answering their questions and explaining complex topics clearly and succinctly. Steve is a systemic thinker and as a result provides planning and investment guidance in addition to market research.
Steve joined Southworth & Wilson in 2015. Before that, he spent three years as an annuity consultant with Producers Choice. He earned a Bachelor of Business Administration degree from Walsh College. He has continued his education by obtaining the Wealth Management Specialist certification by completing coursework on the fundamentals of wealth accumulation and management for high-net-worth individuals. He holds Series 7 and 66 licenses.
Originally from Romeo, Michigan, he now lives in Almont with his wife, Avery, and their German shepherd, Asti. When he’s away from the office, he enjoys building and racing drones, farming, cooking and taking walks with his wife and dog.