Steven is a financial advisor for MRK Financial Solutions. Steven works out of MRK's Carlisle office – one of four Pennsylvania locations for the firm. He started with the team in September 2019 and held his series 7, series 66, and insurance licenses to sell life and health insurance in Pennsylvania. As a financial advisor, Steven helps clarify clients’ financial goals, risk profile, and lifestyle needs before developing a detailed, long-term plan that aligns with those priorities. Understanding that life has many different stages and seasons, Steven strives to help clients realize their goals and implement strategies and plans to achieve them.
Steven graduated Cum Laude from Susquehanna University in May 2018 with a bachelor’s degree in economics.
Steven enjoys spending time with his family, traveling around the country, and playing golf during the summer.