Steve lives in Latham, NY with his wife, Casey, their daughter, Scarlett, and their two dogs, Collin and Samuel. A lifelong resident of New York’s Capital Region, Steve has a passion for coffee, movies, fishing, and stand-up paddleboarding.
With a professional background spanning banking, digital marketing, and life insurance, Steve brings a sharp attention to detail to the table, as well as a strong grasp of data and analytics, and a genuine enthusiasm for connecting with people and learning what drives them. He is dedicated to all of the working pieces behind the scenes at Iron Tree Financial that keep our office operations, company events, and signature client experience consistent and thriving. He’s always curious, always listening, and always ready to lend a hand, and we are happy to have him as a part of our team.