Mariner Wealth Advisors
Steve is a wealth strategist on the practice management team, working with wealth advisors, clients and prospects to provide comprehensive wealth planning advice. He also provides specialized expertise concerning executive compensation and income tax planning matters. Steve has more than 12 years of experience in the wealth management industry, working both as a wealth advisor and a trainer and consultant to advisors.
Prior to joining Mariner Wealth Advisors, Steve served as director of financial planning and advisor to senior-level executives of publicly traded companies.
Steve has a BSBA in finance and real estate from Temple University, where he graduated magna cum laude.
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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.