Meet Our Founder



Steve has worked in the banking, insurance and financial services industries for over 30 years.  In 2002 he founded a financial planning practice where he quickly noticed that the clients coming into his practice had one thing in common: none of them had a comprehensive plan for achieving their life goals.  

“It wasn't that they didn't have anything.  In fact, they had advisors and financial products:  but not one person had a plan they were following. To use an analogy, they were trying to build a house without a blueprint.  It didn't make any sense."

As a CFP® practitioner Steve utilizes a holistic planning approach to help clients meet their objectives.  The practice is focused on providing clients with a comprehensive yet simple to follow “blueprint” to achieve their life goals.

The Certified Financial Planner™ designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination, a 2 day – 10 hour board exam, covering the following areas: 

• The Financial Planning Process
• Risk Management
• Investments
• Tax Planning and Management
• Retirement and Employee Benefits
• Estate Planning

Whether you are creating an exit strategy for your business, planning to distribute the worth you have worked so hard to build, planning your own retirement, or providing for your family during the working years, Steve and his team will make sure you've got the plan and the tools to make it happen.













Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's Initial and ongoing certification requirements. Neither Full Spectrum Financial Group  and its employees,  NYLIFE Securities LLC, Eagle Strategies LLC or any of their affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.




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