Since founding RSG in 2005, Steve has built a firm with the goal of building a nationally recognized industry leader in the retirement plan consulting space. With over 26 years of industry experience, and has worked for vendors such as State Street Global Advisors, Manulife Financial and John Hancock.  Steve has been committed to firm growth through being active in business development and the merger & acquisition space.

Today as CEO, Steve performs many strategic initiatives as RSG prepares for the coming chapters for our firm and the industry.  Steve remains very active and hand’s on with client management, particularly focused on the $1 bb + in assets in the client space where the firm operates in a fiduciary capacity. Steve is licensed as a Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary, and holds his FINRA Investment licenses: Series 6, 63, and 65, and State of IL/NH Life & Health.

In his free time, Steve often engaged in some sort of sport.  Whether it be coaching at Saint Patrick’s Academy; cheering his daughter Mya on at a swim meet; standing on the mountain side as his son Sam competes in ski racing; getting my butt kicked on the tennis courts by his wife Christie; or being a general embarrassment to the game of golf.  Life is a game, have fun with it!

Phone: 866-352-7731 Ex: 210
Email: steve@retirementsolutiongroup.com