Steve leads the Central Region national sales team for SEI’s independent advisor business, helping independent financial advisors grow and streamline their businesses.
Previously, he was the regional director responsible for cultivating new advisor relationships for SEI throughout much of the Midwest. Steve joined SEI in 2006 and has held numerous roles in the Advisor business, including Internal Account Executive, Relationship Manager, and Regional Director.
Steve earned a Bachelor of Arts in Government and Law from Lafayette College. He is a CFP practitioner and holds FINRA Series 7 and 66 licenses.