At Polaris Financial, Steven develops and maintains financial plans and investment strategies with clients and has operated in that capacity for the past five years. On a daily basis, Steven can be found meeting with clients, placing trades, managing accounts, handling paperwork, and following up on any client questions or requests.
A Columbus native, Steven graduated from New Albany High School before attending Brown University in Providence, Rhode Island, where he graduated with a Bachelor of Arts in Commerce, Organizations, and Entrepreneurship. Steven currently holds his Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 66 licenses and his insurance license through the state of Ohio for Life, Health and Accident, and Variable Annuities. On weekends, he can be found playing club soccer, skiing, spending time with family and friends, and working toward his CFP designation. Steven currently lives in Westerville.
See Steven's Linkedin profile.