Steve joined C&N Investment Services in February of 2026 as a wealth advisor. Steve focuses on helping individuals, families, and business owners strive to build, manage and preserve long-term wealth. His client-first approach allows him to develop customized financial strategies designed to align with each client’s goals.
Specializing in retirement income planning and investment management, Steve takes pride in his ability to simplify complex financial strategies, so that clients can feel confident in their financial future. A graduate of Saint Francis University, Steve holds his Series 7 and 66 securities registrations through LPL Financial, as well as his PA Life and Health insurance licenses. Prior to joining C&N, Steve served as a financial advisor for First National Bank.
Outside of work Steve enjoys spending time traveling, trying new cuisines, and improving his health through going to the gym. Steve resides in Watsontown with his wife Kaitlin.