8444 Westpark Dr., Suite 900McLean, VA 22102
p. 703. 394. 7172c. 703.408.3749f 703.448.9575
Steve and his wife Sue met as Peace Corps Volunteers in Thailand and live in Arlington, Virginia – close enough to spend lots of time with their grandchildren in McLean. Steve considers himself a general practitioner who hones in on retirement planning, general financial planning and special needs planning.
With strong communication abilities, attention to detail, and the will to put in the work, Stephen brings an immense skill set to the table. He is truly passionate about his work and enjoys helping pave the path to help clients simplify life to enjoy their interests.
Steve grew up with a love for all sports and helping others, and has been involved with coaching and non profits for as long as he can remember. Steve has been a full season ticket holder with the Washington Nationals since they arrived in 2005. Steve is a retired Special Olympics Basketball and Challengers Baseball Coach. In his free time, he also volunteers at the ARC of Northern Virginia as a Special Care Planner.
Steve’s favorite moment in the non-profit world? Being involved with financial planning for the Wounded Warrior Project! Check it out Here.
Planning for the Future of Children and Other Dependents with Special Needs
Retirement Strategies; Pension Payout Alternatives
Lump Sum Distribution Analysis
Financial Needs Analysis
Long-Term Care Insurance
How to Bake a Pie-R-A
Bull and Bear Go To Market
The Latte Lie and Other Myths
Saving for College 101
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.