Our Team

Steve is a representative of a full-service financial firm committed to helping our clients reach their financial goals. We offer a wide range of financial products and services, including strategies for retirement, income distribution and medicare planning, as well as portfolio and insurance reviews, annuities, mutual funds, stocks, bonds and managed accounts.

We are proud to work with LPL Financial, LLC, the nation's largest Independent Broker Dealer.  LPL offers access to a broad range of nonproprietary products and tailored investment platforms.  They provide support from expert consultants as well as an array of advisor tools, all to assist advisors with providing in-depth asset management for clients.  In 2021, LPL earned a spot as a Fortune 500 company.  Check out the LPL By the Numbers fact sheet or the LPL website for more information.

Deborah Judge, Steve's capable wife, is the Director of Operations. Her background includes work in the insurance business, medical office work, and tutoring in the public schools.

For more information about Steve, please see his profile for a work history, and his interview in Adivsors magazine for insight into his advisor style and personality.   

Please call us if you have any questions about our practice, 828-348-5216.