Since 2009, Steve has consistently been regarded among the most successful New York Life agents in Metro Detroit and Michigan. He has helped hundred of families implement customized insurance and financial strategies that will help protect their futures. Along the way, he has been recognized as a member of the Million Dollar Round Table^ (2012, 2013, 2014, 2015, 2016), New York Life's Executive Council (2010, 2012, 2014, 2015, 2016) and President's Council (2011 & 2013), and was elected to New York Life' s Agents' Advisory Council for 2013. He couldn't have accomplished any of this without the confidence and trust that all of his clients put in him.
If you are looking for a financial professional who takes your financial future as seriously as you do, you've come to the right place. You will have Steve's undivided attention and the resources of our local office as well as Eagle Strategies LLC and New York Life.
Whether your goal is to fund your children’s college education, protect your family during your working years, or guarantee your own retirement income, these things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that you don't have to do it alone - Steve is an experienced professional who can help you identify a strategy and determine which financial and insurance products and or services can best help you meet your objectives.
For individuals, if your interest is in Life insurance to protect your family, starting a retirement savings plan, education savings, rolling over a 401(k) or opening a traditional or Roth IRA, Long-term Care Insurance, Disability insurance**, or Health Insurance**, we can and will help you meet your objectives. In addition, we work with small to medium sized companies to help them establish benefit plans** for employees, including retirement savings plans (401k's, SIMPLE IRA's, etc.) and group health, disability and life insurance programs**.
Steve's primary office is located in Plymouth, MI. From this location, he services clients in Plymouth, Canton, Northville, Livonia, Ann Arbor, etc. However, he can also meet you in New York Life's Southfield, MI offices, your office, or your home at your conveinience. He works with clients ranging Harbor Beach, MI to Grand Rapids, MI and from New York City, NY to Sandusky, OH, and Dallas, TX. He would be pleased to meet with you and discover how our team can help you pursue your financial goals!