Steve has three decades of experience in the insurance industry in roles supporting financial advisors. He has spoken at numerous corporate and industry conferences, including Conference of Advanced Life Underwriters, Federated Press and Strategy Institute on topics such as taxation, business succession, exempt life insurance and other estate planning topics.

Steve works with Navigator Financial and their clients to ensure tax and related matters are properly incorporated into the analysis of client goals, planning issues and opportunities and proposed planning and financial product solutions.

519-871-4028