A graduate of Norwich University, Steve began his insurance and financial services career in 1986 with John Hancock. As a member of Super Achievers and the President’s Club, he was among the top 5% of Hancock representatives across the country.
In 1999, Steve became an insurance broker and formed Fairway Financial to more objectively serve his clients. Since then, he has conducted hundreds of financial seminars to address the importance of establishing a more effective retirement income planning strategy, taking into account Social Security, the impact of taxes, legacy planning, asset protection, and providing guaranteed income for life. He holds his individual life and health insurance license in the state of Massachusetts and his RICP® designation from The American College. Steve is also the host of Ready, Set, Retire Radio Saturdays at 6 a.m. on WXTK!
Steve resides in Plymouth with his wife, Tracy, and has two children, Michael and Derek. He enjoys golf, hockey, and volunteering his time with young athletes.
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.