Steve’s financial services career launched in 2008 where he served as a Financial Advisor and Financial Planner prior to joining LPL Financial in 2023. Steve received his Bachelor of Arts in Mathematics from the University of New Hampshire and MBA in Finance from the University of Miami. Steve earned his CFP® designation in 2011. Steve is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in pursuing their financial goals. LPL’s Paraplanning Solutions group is not affiliated with West Madison Wealth Management.