Steve focuses on new business development and retirement investment strategies. He helps clients consider whether their investments are appropriate based on their comfort level with risk. With more than 35 years of experience, he understands investors’ psychology and maintains a focus on capital preservation. Steve has traveled the country as a speaker on retirement planning and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Prior to the founding of Brandywine Oak Private Wealth, Steve was a Managing Director on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which he had joined in 1982.
Steve’s personal interests include collecting antique and classic cars and raising funds for charities, with an emphasis on animal rights organizations. He resides in Greenville, Delaware.