Planning Support Associate
Steven is responsible for developing financial plans for our clients. In addition to designing customized financial planning strategies, Steven performs research on a variety of financial planning topics and helps ensure the strategies that are recommended are seamlessly put into action.
Before formally joining Burkholder & Associates, Steven interned for Burkholder & Associates in both the summer and winter of 2018. During his internship, Steven helped prepare for client reviews, performed investment analysis, entered data into financial models and attended client meetings.
Steven is a graduate of York College of Pennsylvania in York, PA, where he earned a degree in Finance (Accounting minor).