Steve has been in the financial services industry for 25 years, and is insurance and securities licensed with series 7, 24, 63 and 65 designations. He has worked in various roles including Director of Annuities, Senior Managing Director, Senior Vice President and President for Professional Planners Marketing Group, Allianz, and his own firm, Paloma Financial Services. Steve has been part of both independent, and insurance-company-owned national insurance and financial services marketing and brokerage firms. In 2018, he merged his own firm, Paloma Financial Services, with Legend, in an exciting opportunity to build a new company with his long time colleagues Jon Bussert and Mark Dombroski.
At Legend, Steve specializes in annuities and securities and acts as a consultant to advisors, helping them expand their practice by designing the best solutions to meet each of their clients’ specific needs and objectives, without a bias to a specific product. He acts as the co-fiduciary to the advisor and provides them with a very high level of personalized, concierge service, calling his advisors at least once a week and updating them on industry news and company updates that are relevant to their practice and their clients. His goal is to help Legend grow to be the best and most respected FMO in the country for independent insurance agents, registered representatives and investment advisory representatives. Legend’s success is based on it’s “Best Interest Model”, “Co-Fiduciary” philosophy, and “Open Architecture Platform” which allows it to put advisor and client interests first.
Steve is the Ritual Committee Chairman for the Chabad of Palm Beach Gardens. He lives in Palm Beach Gardens, Florida with his wife, Michelle. They have 2 daughters, 4 grandchildren and a golden retriever named Emmy.
“I am 100% dedicated to what I do. I take a personal interest in every case, researching the marketplace using the tools and resources we have here at Legend, and my industry contacts. Nothing can replace the experience I have in this industry and the relationships that I have built with key industry people. I do what I say I am going to do, I know how to get problems solved and I provide a very high level of personalized service to each advisor that I work with.”