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Steven serves as a Managing Director of Wealth Management at KB Financial and is a recognized professional in applying prudent investor guidelines to life insurance product selection and portfolio management according to established and proven asset management doctrine. Prior to joining KB Financial, Steven worked for an Austin, Texas firm specializing in Private Placement Life Insurance for ultra high net worth families where he oversaw marketing efforts for the Northeast.

After graduating from the State University of New York at Albany School of Business with a BS in Business Administration and concentration in Finance, Steven received his advanced Insurance degree from the Wharton School of Business. His California Insurance License is #0C33107.

Steven lives in Chappaqua, NY along with his wife and sons and enjoys travel, tennis, skiing, and ping pong with his family. He is on the Board of the Kidney Cancer Coalition and participates in the MSK Cycle for Survival. He is currently training for next year’s 192-mile Pan Mass Challenge where he will be riding alongside his sister on her 15th annual ride.

Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC.  Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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