Steve began his career in the financial services arena over 20 years ago with Edward Jones in Ashland, OH. He earned his AAMS® (Accredited Asset Management Specialist) designation from the College for Financial Planning, and recently earned the prestigious AIF® designation which demonstrates understanding of the Prudent Practices® and methodology.
Prior to starting Alpha Financial Planning, he worked with Doctors from around the country for nearly a decade with Mercer Advisors.
Steve’s passion is co-creating a comprehensive financial Plan with his clients. He specializes in working with closely-held business owners and individuals to identify their financial vision.
Steve is actively involved in his home community of Dublin, OH and in the lives of his three children. He serves on the board of his Homeowners Association, and volunteers his time to Youth Sports groups. He has been a Coach, a Commissioner, and a Board Member for the Dublin Football League, and Dublin Youth Athletics. Steve is a proud supporter of the Coffman Football and Basketball booster clubs. He also has his own AAU Basketball organization – Hoop Heroes Basketball Club, LLC.
You can call Steve at 614-384-0499 or reach him via email.