Steven is a graduate of Neshaminy High School (2017), The Pennsylvania State University – Altoona (2022) with a Bachelor of Science in Accounting and a minor in Economics and Entrepreneurship. He has passed his FINRA Series 6, 63, and SIE exams.
At ITFP, Steven assists the Certified Public Accountants with general accounting and bookkeeping for individuals and small business owners. He is responsible for preparing individual tax returns under the guidance of the CPAs, responding to inquiries from the IRS, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Steven also provides ITFP’s clients with investment management research and analysis, and he acts as a liaison with financial institutions to gather information. In addition, Steven works with client follow up and interaction. Steven is responsible for various special projects as needed.
Steven joined ITFP in December 2022.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.