Steven believes that financial advice should be personal, objective, and centered around each client’s unique goals. Throughout his career, he has built lasting relationships with individuals, families, business owners, and retirees, serving as a trusted resource through every stage of life. From preparing for retirement and navigating market uncertainty to helping families plan for future generations, Steven takes the time to understand the full picture and provide thoughtful, personalized guidance.
Steven’s approach begins with listening. He believes every financial plan should reflect not only a client’s assets, but also their values, priorities, and vision for the future. Whether clients are approaching retirement, selling a business, supporting aging parents, or planning for the next generation, they value having a trusted advisor who understands their unique circumstances and helps them make informed decisions. Many clients have worked with Steven for decades, often introducing their children, parents, and close friends to the practice as their financial needs evolve.
Experience:
Steven’s career in financial services spans more than 35 years. Before founding Blue Chip Financial in 1998, he held positions with Xerox Corporation, Shearson Lehman Brothers, Smith Barney, and New England Financial, now MetLife. These experiences helped shape his commitment to providing independent, client-first financial advice.
In 2026, Blue Chip Financial entered into a partnership with Moneco Advisors, expanding the firm’s planning resources, technology, and specialized expertise while maintaining the personalized service and trusted relationships that have always defined Steven’s practice.
Education & Certifications:
Steven is a Registered Principal with LPL Financial and holds the Registered Financial Consultant (RFC®) designation. He is licensed in all aspects of securities investment, as well as life, health, long-term care, and disability insurance.
Personal:
Though a native New Yorker, Steven and his wife have long called Connecticut home. Throughout the years, he has been active in his community, serving in leadership and volunteer roles with several nonprofit organizations. Outside the office, he enjoys staying active, reading, attending the theater, and following sports. As Blue Chip Financial begins its next chapter, Steven is especially proud to welcome his son into the profession and continue the firm’s longstanding commitment to helping families build confidence in their financial futures.
