Team Business Analyst
Steve brings over 25 years of experience of financial services industry experience to the team. He has worked in a variety of roles in those years, including sales, operations and compliance. He was previously with Barnum Financial Group from 2004 through 2015 as a financial planner and worked with Mike many times. He came back in 2018 to work for the team. Steve is responsible for financial planning analysis, product analysis and research. Steve holds FINRA Series 7, 24, 63 and 66 registrations.