With 25 years of financial industry experience, Steven is Managing Director of the Quesnel Wealth Management Group. As a CERTIFIED FINANCIAL PLANNER® professional since 2002, he is committed to the high standards of competency and ethics.
Steven received the Forbes Best-in-State Wealth Advisors* accolade in 2022, 2023 and 2024 and has been named one of Wells Fargo Advisors Platinum Council** from 2018-2024. Staying active is very important to him, both in the community and with his family. He is a past President and Treasurer of the Fishkill Rotary and looks forward to planting philanthropic roots in Saratoga Springs.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time
period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production based on the past year, and professionalism. Additional consideration may have included best practices and team structure.