Steve is rooted in Mid-Western values, he was born in Detroit Michigan, and lived in Grand Rapids, Michigan for 50 yrs before migrating south to Florida with his beautiful family. Julie and Steve have 3 amazing daughters, Haley, Hillary and Riley. He also has two grandchildren Maverick and Tatum, and one little dog named Chevy.
Prior to serving clients on behalf of Aksala Wealth, Steve held many roles over his 24 years in the financial services industry. Steve supported Advisory Firms across the Country as an accomplished keynote speaker on financial topics. Steve has guided CPA’s, CFP’s and attorneys on retirement transition planning, tax strategy, Social Security, and how to communicate Portfolio Theory to advisory clients.
Steve has also been featured on Retirement News Today, Annuity News Now, the Radio, and wrote Articles for Fortune Magazine. He also authored Mission Retirement, a tongue and cheek approach to understanding the pit falls of Planning and Preparing for your retirement.
When Steve isn’t working with clients, he enjoys scuba diving, fishing, skiing (both water & snow), cooking, and celebrating life with friends and family. In a former life Steve prepared and received two honorable mentions at the culinary olympics out of The Chicago Culinary Institute of America. We hope you can share a meal with Steve here soon!