Who We Are Meet The Founder

• practiced as an attorney focusing on business and commercial matters, estate planning, succession planning and probate;
• started, operated and sold his own businesses; and
• acted as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation.

Steve's approach to satisfying each client's needs is simple:

"I believe that every investor needs to make a few core decisions about their money and their financial style, and I can help them to do that. Once those decisions are made, I work to ensure that the plan that is needed to execute those decisions is as straightforward and direct as possible for the situation. Financial issues needn't be overly complex and, by keeping the client well-informed on the key issues, we can keep that person or entity on track."

By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that "educate and review" approach helps you to gain confidence in your decision-making and trust in RightPath's services.

A CERTIFIED FINANCIAL PLANNER® certificant, Steve graduated from Franklin & Marshall College in Lancaster, Pennsylvania with a BA in economics. He received his JD from the University of Maine School of Law. He also has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts and Colorado.

CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.