We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Works with individuals, families, and corporate executives providing investment advisory services and financial & tax counseling
Served as a principal at Prime Investment Advisors, which he founded in 1991 having initially established a CPA practice in 1986 serving executives in the telecommunications industry with a focus on executive compensation and employee stock incentives
Began his tax career with Ernst & Young, working in their D.C. office in the late 1970s
Spent six years with MCI Communications Corporation in their tax department
Life Outside of MAI
Steve enjoys biking, traveling, and spending time with grandchildren
University of Maryland, BS in Accounting
University of Baltimore, MS in Tax
We look forward to learning about your financial goals.