Steve is the Associate Director of Training in the Financial Planning Division of Senior Market Sales.
He holds a very high passion for the insurance business, which makes him a valuable member of the SMS family. Steve’s job is to help agents increase their knowledge and develop their skills, primarily in life insurance, annuities and long-term care. One of Steve’s favorite parts is that he gets to help agents in growing their practices.
He holds four designations from the American College (CLU, ChFC, RICP, and CASL), and four FINRA licenses (6, 26, 63, and 65).