About S&S
Steven started his career in the insurance industry in 2002 by helping retirees protect their savings from market risks. Building on this foundation, he has helped clients navigate their Medicare and Social Security options, prepare for potential Long-term Care expenses, and establish a legacy plan for surviving spouses and heirs. Throughout his career, Steven has continuously sought to deepen his understanding of insurance and financial products to help people of all ages with their personal finances. Becoming a CERTIFIED FINANCIAL PLANNER ™ is one example of his determination to grow in his knowledge so that he can serve his clients better and in more ways.
In 2016, Steven and his wife, Sarah, created S&S Insurance Group, Inc. Sarah is also a licensed insurance agent, but generally prefers to work behind the scenes, handling administration and office management. They prefer a relational approach with their clients rather than simply being transactional, and they customize their insurance recommendations to fit the needs, goals and budgets of each family.
