Steven serves as a Managing Director of Wealth Management at KB Financial. He has over twenty years of experience applying prudent investor guidelines to life insurance product selection and life insurance portfolio management. He is committed to helping fiduciaries better understand the risks and new business opportunities created by the new fiduciary era for life insurance.
Steven is instrumental in helping RIAs, Financial Planners, CPAs, Wealth Managers and Attorneys guide their clients’ life insurance decisions based on the only patented prudent process for life insurance selection and retention. Steven is on the NAEPC Speakers Bureau, and he educates fiduciaries nationally about the new fiduciary era for life insurance. Steven has been asked to educate the members of STEP, NAPFA, the CFA Society, PLI, NAC, six FPAs, Thirty two Estate Planning Societies, Nine CPA Societies, Five Bar Associations, etc. about the fiduciary era for life insurance.
Steven lives in Chappaqua, NY with his wife and sons and enjoys travel, tennis, skiing, and ping pong with his family. He is on the board of KidneyCan.org. Steven recently completed his first Spartan Race and went on Safari with his family.
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA.org/SIPC.org. KB Financial is independently owned and operated. CA Insurance License #0C33107. IN4FA is not affiliated with M Financial Group, its subsidiaries, or its registered representatives. 4914954.1