As a financial advisor with Fortis Lux Financial, Steve empowers business owners by helping them to align their ‘personal’ and ‘business’ finances so that they can make well-informed decisions and ‘exit’ their business on their own terms---just as they always imagined.

The transition from active business ownership to retirement is a significant milestone that requires careful planning and strategic decision making. As a CPA*, CFP®, Steve is uniquely qualified to evaluate the finances of a business and the impact that they will have on the personal finances of the owner at retirement.

Steve earned his CPA* designation in 1984 and his CFP® (CERTIFIEDFINANCIAL PLANNER®) certification in 1992. Steve’s CPA* background has provided him with the education and ‘hands-on’ experience of helping business owners in the areas of tax strategies and preparation, financial statement and cash-flow analysis, and budgeting. This prior experience is valuable when working with his current clients.   As a CFP® professional, Steve provides financial planning services to his clients that can include, among other things, creating personalized plans for investments, retirement, insurance, and estate planning.  

*Licensed but Not practicing