Steve leads our client service department and helps ensure that all office procedures are in compliance with current rules and regulations. Steve is originally from the East Coast. After graduating from Assumption College in Massachusetts, he was commissioned as an ensign in the Navy and transferred to San Diego. Following six years of active duty, he then joined American Express in 1991 where he first met and worked with Sandeep Varma. Steve brings over 23 years of experience working with clients in the areas of investment, retirement and estate planning. After 30 years of active and reserve service, Steve retired as a Captain from the Navy Reserve in June, 2015.
CA. Insurance Lic. #0824744