Wealth Management Advisor / Junior Partner
Steven serves as a Wealth Management Advisor & Junior Partner of Dash Capital. Growing up locally in Rochester, he is the youngest of 3 older siblings and the only male in the family. Steven attended St John Fisher college for marketing. Additionally, he was a Service Scholar at St. John Fisher College, which was rewarded to a select few individuals who demonstrated outstanding involvement in their community. He entered the industry in 2016 as a college intern at Northwestern Mutual. At Northwestern, Steven used his time developing relationships with his clients, and mastering the art of financial planning. His approach to planning is always centered around the clients goals and aspirations in order to help them Max their Dash! On a personal level, his passion lies in health and nutrition, as he always strives to keep the body as sharp as the mind. In his free time, he enjoys involving himself in any type of sports competition to feed his love of healthy competition.