Steve is a financial advisor at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Steve entered the investment industry in 1988 and is a principal at Casco Bay Wealth Advisors. He graduated from the University of Denver with a BA in psychology. He then went on to earn a teaching degree from Western Washington State University. In 1979, he earned a master’s degree in education from the University of Vermont. He enjoys using his experience and educational background to teach people about finances, help them understand the investment world, and set goals for their personal situations.
Steve specializes in providing guidance and financial planning services, including retirement and estate planning, as well as insurance, for individuals and small business owners.
Licenses and Registrations
- Investment Adviser Representative of Commonwealth Financial Network
- FINRA Series 6, 22, 62, 63, and 65 securities registrations
- Life and health insurance licenses
- Chartered Retirement Plans SpecialistSM
Notable
- EMT for a ski patrol and the Fryeburg Fair
- Chief of Fryeburg Rescue since 2004 and member since 1985
- Member of the board of trustees for the Fryeburg Fair
- EMA director of town of Lovell for emergency planning
- Town of Lovell Selectman since 1993
- Rocky Ridge Farm owner
- Master's in education, University of Vermont
- Teaching degree, Western Washington State University
- BA in psychology, University of Denver
Personal Information
Steve and his wife live in Lovell, Maine, and have three grown children and four grandchildren. He enjoys farming and skiing.