Steve brings more than 20 years of experience as a legal and financial professional to his work with business owners preparing for transition and sale. He advises owners and their families through every stage of the exit planning and transaction process, with a focus on thoughtful assessment, risk management, and strategic value enhancement. Steve is a Certified Exit Planning Advisor (CEPA®) and an active member of the Exit Planning Institute. He has worked with industrial and manufacturing companies, skilled trades, and professional service firms, including marketing, staffing, and financial services businesses.  

Previously, Steve served as Director of the Small Business Development Center in Toledo, Ohio, where he worked closely with entrepreneurs across a wide range of industries on growth, financing, and succession planning initiatives. Earlier in his career, Steve practiced law in Chicago, Illinois, with a nationally recognized law firm, and he held roles with leading financial institutions in capital markets and commercial banking. This multidisciplinary background allows him to approach strategic projectst and business transactions with a practical understanding of legal, financial, and operational considerations.

Steve earned his Juris Doctor from Loyola University Chicago School of Law and a bachelor’s degree in economics from the University of Notre Dame. He lives in the Toledo area with his wife and two daughters. Outside of work, he enjoys traveling, cooking, and spending time at his family’s lake house.