Favorite Quote
Only where love and need are one,
And the work is play for mortal stakes,
Is the deed ever really done
For Heaven and the future’s sakes.
— “Two Tramps in Mud Time” by Robert Frost
Steve joined Wealthcare Management Services (WMS) as a financial planner in 2025. Prior to being introduced to WMS, Steve served as a trusted financial advisor to families and small-business owners at a Fortune 500 wealth management firm.
Building personal relationships with his clients is Steve’s passion, and collaborating with them to harness the transformative power of the financial planning process is his purpose. When attention, will, and imagination meet, mountains are moved. Steve’s never-ending quest to perfect his craft lead him to become a CERTIFIED FINANCIAL PLANNER® in 2023.
When he’s not working, Steve can be found with his head in a book, exploring the Metro Detroit food scene, and planning his next great adventure with the love of his life, Autumn Greene.