Steven is a senior consultant in the retirement plan investment consulting practice for Plante Moran Financial Advisors (PMFA). He is known for working with organizations to develop, maintain, and improve their qualified and non-qualified retirement plans.
He consults with plan fiduciaries on meeting their fiduciary responsibilities, selecting and monitoring plan investments, educating participants, and understanding new plan legislation. He has been with PMFA since April 2008. Prior to joining the firm, he worked as a financial services representative and was a commissioned officer in the US Army National Guard.
Steven graduated cum laude with a BS in economics from Eastern Michigan University.