As a Financial Advisor with over 27 years of experience in the financial service industry, Steve has developed a keen insight into developing professional and personal relationships. He brings his investment talents to each of his clients while providing superior client communication and service.  Steve works closely with his clients in formulating appropriate strategies and his expertise lies in selecting investments that match each client’s specific goals and objectives.  He places great emphasis on developing a program of strategic asset allocation based on sound principles of risk and reward.  Steve has built his financial services practice on a foundation of high integrity, prudent capital market guidance and thorough attention to all client needs.  He feels his approach to portfolio construction is uncomplicated and emphasizes diversification across asset classes, industries and investment types.  The investment vehicles that Steve selects for each individual portfolio plan are designed to reflect the high quality nature of his practice and the discerning clients that he serves.  He specializes in working with high-net worth individuals, municipalities, school districts and corporations, addressing all aspects of their investment needs.

Steve holds an undergraduate degree in Business Administration with a concentration in Finance and Marketing and a degree in Economics from Mount Union College, where he played on their golf team.  Steve is committed to serving his client’s financial interests through hard work and common sense approach to successful investing.  He is married with three daughters, Alexa, Reagann and Blair and in his spare time, Steve enjoys spending time with his family, hunting and playing golf.

Tammie holds a B.S. in Clinical Nutrition from Case Western Reserve University.  A year after graduation, she completed her Master’s degree in Clinical Nutrition from CWRU as well. She worked as a Registered Dietitian for three years after receiving her degrees.  

In 2006 Tammie took at position at UBS in Pepper Pike as a Registered Client Associate. In addition, she has served as the Branch Office Administrator for the past six years, where she assisted management with daily functioning and office operations.

With her move to Wells Fargo Advisors in February 2020 as a Senior Registered Client Associate, Tammie brings over 24 years of experience in the financial services industry.