Founder and chief executive officer of Compass Asset Management Group, a boutique wealth management firm that serves affluent professionals, executives, and business owners. He is a seasoned financial analyst with over 37 years of consulting experience in the financial industry.As a fiduciary and investment manager, Steven helps his clients accumulate wealth, protect their families, create income streams, and manage wealth tax efficiently while achieving financial goals defined by their terms. He advises medical professionals, C-suite executives, and business owners on contracts, executive compensation, investment strategy, financial and estate planning, retirement planning, and business succession. His team works collaboratively with top tier attorneys and accountants to address various legal, tax, business, estate, and philanthropic issues for his clients.Steven is passionate about education and equality, empowering clients to obtain financial success and balance in their personal and professional lives. He has authored multiple articles and blogs on various topics related to financial & estate planning, investment management, wealth management, retirement planning, asset protection, taxes, real estate, and credit. He is an avid runner and triathlete, who believes that health and wellness are keys to an engaging and satisfying life. He loves fine dining, old-world wines, good friends, and new experiences. Striving to maintain a deeper spiritual balance, he is grateful, positive, and faithful.