As a lawyer, business advisor and community leader, Steven has seen firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and the goals and strategies required to achieve and protect that vision.
In addition to Clark Street Financials’ ability to position clients with the goal to continue to grow their wealth, Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. His role is to focus on strategies to mitigate risks, plan for tax-advantaged growth and transfer of wealth, provide problem-solving and negotiation expertise to business owners, and develop and implement strategies for executive compensation, retention, and company succession plans.
Steven is excited to be working closely with Clark Street’s owner Tim Kerrigan and the entire Clark Street Financial team, to help protect clients’ families, businesses, and their generational wealth so they can retire successfully, confidently, and freely.