Registered Investment Advisor Representative (contact)
Entering the financial services industry in 1968 with Shearson Hammill, Steve shared expertise in pension benefits, trust asset management, and portfolio construction with a wide range of clients, both individual and corporate.
During the past 25 years, Steve represented a large Wall Street brokerage firm. At retirement, he was Senior Vice President. He devoted most of his time to counseling high net worth individuals on how to create and implement investment plans that build wealth, maximize long range income, avoid mistakes, and customize strategies for capital preservation.
Steve was an active tournament bridge player and achieved Life Master Rank; he also served two terms as President of the Central Indiana Bridge Association. He was President of the East Avalon Hills Property Association and Treasurer of the Royal Pines Howeowners Association.
Steve’s main hobby is collecting art as well as consulting and appraising. He served on the board of the Eiteljorg Museum and is co-founder of the Western Art Society. Steve is active in museum affairs and annually coordinates major art trips to various regions of the United States.
He has two daughters who were active in sports and school activities, and Steve assisted coaching their athletic teams.
Steve lives in Indianapolie with his wife Sharon.
