Years ago, Steve's interest and love of the financial markets - plus a natural inclination toward helping people - led him to a career as a financial planner and sales manager with a nationally prominent company. In 1991, recognizing that to best serve clients, he needed a delivery system unfettered by a "company store" mentality, Libby made the decision to become an independent financial advisor.
To quote Robert Frost - “… and I - I took the road less traveled by, and that has made all the difference.”
As an independent financial advisor, Steve provides customized financial planning and investment asset management services to help clients navigate the ups and downs of the marketplace. Whether you are growing your retirement nest-egg, seeking to manage retirement income in this low interest rate environment, or seeking ways to pass assets to the next generation with minimal tax implications, we can provide the perspective to meet your ambitions.