Overview
Steve is the New England regional leader in CLA’s employee benefit services group with over 17 years of experience in public accounting. He provides employee benefit plan services to clients in a wide range of industries, including higher education, manufacturing, distribution, retail, logistcs, construction, professional-services, nonprofit organizations, and healthcare. Steve has expertise in a variety of employee benefit plans; including 401(k) plans, 403(b) plans, defined benefit plans, profit-sharing plans, multiple employer plans, and employee stock ownership plans. Steve is focused on client service delivery for employee benefit plans, leveraging deep technical knowledge of plan audits, Form 5500 compliance, and risk management. Steve also oversees growth and marketing initiatives for the firm.
Education
Bachelor of Science in Accounting from University of Connecticut - Storrs, Connecticut
In the community
Certified Public Accountant in the State of Connecticut
American Institute of Certified Public Accountants (AICPA)
Connecticut Society of Certified Public Accountants (CTCPA)