About me

Steven is a 47-year veteran of the financial services industry having spent the last fourteen years in the mortgage industry. Steven brings a wealth of experience and knowledge to the job. Steven’s focus is a solution based, holistic approach to personal finance and mortgages. Steven has been a licensed investment advisor, mortgage agent, mortgage broker, mortgage administrator, and direct private lender. If it involves a mortgage… call Steve!   

October 2023 / Private Mortgage Licensed – Challenge Exam