Retirement Income Certified Professional®
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 the 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. Her career flourished in many roles, including Senior Product Marketing Manager for software companies, and Marketing Director at event companies. Kelly’s focus at Fairway Financial is to nurture our dinner seminars and other community events, maintain our website and social media channels, and cultivate prospects to become clients. Kelly is an avid golfer, has three children, and lives with her husband, Jim, 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.
Kimberly brings a wide range of experience to the Fairway Financial team and is responsible for all administrative tasks and extra projects that are needed in the office. Kimberly recently became a full-time Harwich resident after just spending summers in South Yarmouth. She has 3 children and lives with her husband, Chip, and dog, Bella.
"*" indicates required fields