Steve became affiliated with Moneco Advisors in 2019 as an employee of Charles Kniffin & Associates. He and Chuck have known each other for over 40 years. Steve's background includes working in banking, as well as running a family business for 20 years, where he gained invaluable financial experience. He has been actively involved in managing his own investments for over 25 years.
Steve is getting his license for life and health insurance in CT. He has a thorough understanding of individual and group health insurance, as well as the Medicare program.
Steve is a Fairfield native, where he and his wife Eve currently reside. They have two children who live and work out of state. Steve and Eve both have an M.B.A. from Columbia University, where they met in graduate school. Steve is an active member in the Exchange Club of Shelton, a community service organization.
Get to Know Steve...
Favorite part about working at Moneco: Being part of a successful team of really devoted people
Favorite thing to do outside of work: Throwing pottery
What I enjoy most about what I do: Interacting with a variety of different people, and doing what I can to help them achieve their goals
Biggest challenge: Having a deep understanding, and keeping up to date, on the different financial products offered to clients
Favorite:
Quotation: "All that we have to decide is what to do with the time that is given us" - J.R.R. Tolkien
Vacation: Nantucket
TV Show: Ray Donovan
Music: Bluegrass and Rock
Sports Team: Tottenham Hotspur, N.Y. Giants, N.Y Mets