A graduate of Norwich University, Steve began his insurance and financial career in 1986 with John Hancock and was consistently ranked in the top 5% of the company.
He started Fairway Financial in 1999 to serve his clients more objectively and holds his RICP® designation from the American College. He has appeared on NECN and is host of “Ready Set Retire” Radio on 95.1FM WXTK Saturdays at 6 a.m. In addition, Steve is the exclusive financial expert and monthly guest of the “Grace Curley Show”, which airs weekdays from 12-3 p.m. on 680 WRKO. He routinely conducts live workshops on topics like retirement income and Social Security, and is the author of a national bestselling book, Tee Up Your Retirement.
He resides in Plymouth, MA with his wife, Tracy, and has two children. He enjoys golf, hockey, and hosting players of the Cape Cod Baseball League during the summer.
Kelly graduated from Clemson University with a B.S. in computer science. Since 1987 she has flourished in senior product marketing manager roles for software companies, marketing director roles, and owning two businesses.
At Fairway Financial she keeps our website, social media, event marketing, and more running smoothly. She lives in Dennis, MA.
Tracy makes sure our office runs smoothly by processing new business applications, providing customer service, preparing payroll, ordering office supplies, and maintaining our client files.