He helps clients navigate the technical aspects of tax and wealth transfer planning with a focus on clarity, strategy, and long-term outcomes. Known for his accessibility and practical guidance, Steve works closely with clients to ensure their estate and business plans reflect not only their financial goals, but also the personal and family dynamics that shape those decisions.

Steve is deeply committed to educating clients about their options, translating complex tax and legal concepts into language they can understand and use to make informed choices. His experience spans a wide range of planning and administration matters, including business succession, estate and gift tax strategies, and the ongoing administration of trusts and estates.

He holds the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners and Councils—an advanced credential awarded to professionals who demonstrate a high level of expertise, experience, and ethics in estate planning.

Active in the Greater Boston estate planning community, Steve has held multiple leadership roles within the Boston Estate Planning Council, including serving as President of the 700-member organization. He regularly participates in council events and continues to support interdisciplinary collaboration in the field.

Earlier in his career, Steve served as a Senior Attorney with the Internal Revenue Service Office of Chief Counsel, where he litigated cases before the United States Tax Court and represented the IRS in Bankruptcy Court as a Special Assistant United States Attorney. He also provided legal training and counsel to IRS personnel. Steve began his career as a Senior Tax Consultant at Deloitte.