Managing Partner, KAP Planning, LTD.
Steve has more than 30 years of experience in the financial services industry, focusing on wealth preservation planning for ultra high net worth clients. His financial background is anchored in his CPA training at Deloitte & Touche, managing audit operations for major health insurance clients. Prior to merging with KAP Planning, Steve was Founder and President of Livingston Financial Services.
Steve holds a Bachelor of Science degree in Accounting from SUNY Oswego (Cum Laude), and has Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, Bryn Mawr, PA.
As a partner of KAP Planning, LTD, Steve manages the company's relationships with its Private Bank & Trust Company clients. He is also dedicated to reinforcing KAP Planning's role as a primary resource for advanced life insurance planning with tax departments of leading accounting firms and Trust & Estate departments of major law firms.
Steve served on the Board of Directors of the New York City Estate Planning Council and is a member of the Association of Advanced Life Underwriting. He is also a member of the American Institute of Certified. Public Accountants, as well as the Society of Trust and Estate Practitioners (STEP).