Steve joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. He serves as a Partner and Wealth Advisor at Waverly. Steve brings 25+ years of experience to Waverly. He is an experienced high-net-worth investment advisor, with a focus on business owners, corporate executives and professionals. As a TIAA authorized advisor, he works closely with clients in the medical and academic professions. Steve works in a collaborative team approach with clients and their team of professionals to develop integrated financial planning strategies to assist clients in reaching their desired financial goals.