Connect with Steve:

As the Director of Tax at Strategic Wealth Partners (SWP), Steve brings over 8 years of expertise. In the complex world of tax, he spearheads the corporate finance function and offers invaluable tax planning, consulting, and annual income tax return services. By holding a firm belief in under-promising and over-delivering, Steve provides an approach that ensures unmatched client satisfaction.

Since 2016, Steve is an active Ohio CPA License holder and boasts a Master of Science in Accounting from New England College and a B.A. in Business with a specialization in Entrepreneurship from Baldwin-Wallace College.

Before joining SWP, Steve invested over a decade with Signet Jewelers where he served in multifaceted roles ranging from a Business Analyst to Senior Tax Accountant.

If you were to ask Steve about his favorite aspect of his job, he’ll passionately talk about helping clients navigate tax efficiency and helping optimize their tax planning objectives. For Steve, excellence lies in precision. This is why proofreading and ensuring absolute accuracy in numbers are integral to his work ethic – a signature touch that defines his professionalism.

Outside the office, Steve is an avid traveler, an enthusiast of local sports, and never misses an Ohio State Buckeyes game. Growing up in Northeast Ohio, he currently resides in Macedonia with his loving wife Alicia, their adorable Cavapoo, Zoey, and a Bengal Cat named Miley.

Tax documents can be uploaded at the following URL:

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