Steve joined Walsh & Nicholson Financial Group in 2012 after a successful career as a professional soccer player, financial advisor with Merrill Lynch, and a Major League Soccer executive. Even before entering the industry, Steve had a passion for capital markets and he thoroughly enjoys using his knowledge to help his clients achieve financial success. Collaboration is a cornerstone of the firm’s approach and Steve brings a strong background in finance and commitment to ethics that makes him a valuable addition to the team.
As an advisor, Steve helps business owners and professionals navigate employee benefits, long-term investing, and insurance. He offers Wealth Management, Estate Planning, Retirement Planning, and Insurance Services. He also manages the firm’s corporate retirement account services.
A career in professional sports made Steve appreciate and thoroughly value the concept of teamwork. Steve enjoys working with clients who respect objective advice and see him as a trusted member of their team. His favorite part of the job is helping clients explore their financial goals, while motivating them to help achieve those goals.
Steve obtained a bachelors degree from the College of William & Mary and an MBA from SMU, giving him deep insight into financial markets and a broad set of analytical skills. He holds FINRA Series 7 and 66, along with insurance licenses for Life, Health & Disability and Fixed Annuities.
Steve lives in Villanova, PA, with his wife, Pilar, and their three energetic children, Tatum, Liam, and Caitlin. His free time revolves around spending time together as a family, though he enjoys occasionally stealing a few hours on the golf course.