Steve comes to IMG Financial Group, Inc. as an experienced Financial Advisor with 20+ years’ experience in the financial services industry. Steve’s passion for helping clients navigate the complexities of the financial services industry in a simple concise way is what drives his enthusiasm daily. Steve has benefitted from his work experiences in banking, brokerage, and insurance company positions throughout his career and brings that knowledge to his clients with strategic intent.
Steve helps clients prepare for their financial goals and objectives with a personalized approach. Steve can help you with Retirement Income strategies, Estate & Legacy Planning, Business Continuation, Funding for College, Wealth Accumulation and Investments, Disability, Life Insurance, and Long-Term Care solutions.
Steve has been a long-time member of the Society of Financial Service Professionals (SFSP) and the Financial Planning Association (FPA). Steve has also served as a former member of the National Association of Insurance and Financial Advisors (NAIFA) and the General Agents and Management Association (GAMA).
While away from the office Steve enjoys family time with his wife - Karen, his daughter - Madison, son – Mason, and their two chocolate Labrador Retrievers – Coco and Millie.