Prior to joining PRI, Steve spent more than 20 years in several different roles for one of the country’s largest insurance companies, including Operations, Compliance, Product Development, and Internal Audit. In addition to his functional experience, Steve has worked closely with
several different types of financial services and employee benefits, including retirement plans, life insurance, non-qualified deferred compensation, annuities, and health insurance.
Steve has a B.A. in English from the Ohio State University and an M.B.A. from Ashland University in Ohio. Steve also holds many industry credentials, including the Qualified 401(k) Administrator (QKA), Qualified Plan Financial Consultant (QPFC), Tax-Exempt and Governmental Plan Consultant (TGPC), Chartered Financial Consultant (ChFC), Fellow, Life Management Institute (FLMI) and Registered Health Underwriter (RHU).