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Why Work with Us

Identify. Plan. Communicate. Focus.

Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up.

  • Your financial goals are defined to meet your specific needs with our customized, personal, one-on-one service.
  • YOUR unique problems are being addressed with unique solutions from our wide and deep “toolbox”
  • You will be able to make informed decisions with confidence with our financial education resources.
  • Your financial goals and dreams will be defined, and a path toward achieving them will be created.
  • You will have a trusted advisor and we will support you long-term, with a relationship based on financial leadership.

Community Involvement

Steve believes that it is important to serve not only clients, but the community as well. This philosophy was reflected in Steve’s popular “Carroll County Buzz” radio show which, for its six year run, highlighted as guests members of the community who sought to make a difference. The show also entertainingly informed listeners of steps they could take to improve their financial lives and protect themselves and their families from the uncontrollable.

In his efforts to serve the community, Steve has also provided invaluable leadership to a number of community-based organizations, including among others over the years:

  • Carroll County Chamber of Commerce: Steve, Chairman of the Board
  • NAIFA Maryland: Steve, two terms as president

Awards or achievements

NAIFA-MD Recipient of the Paul J. Murphy Award 2014

NAIFA- MD Inducted into Hall of Fame 2014

Carroll County Chamber of Commerce 2009 Small Business of the Year Award

NAIFA Carroll/Howard member of the year