As Vice President of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

Steve’s career in financial services spans over 36 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. Steve’s practice will often include home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.

Steve is a subject expert source, interviewed by numerous media outlets, and is a frequent speaker at both national and regional professional conferences.