Our PeopleA team of highly credentialed professionals
We seek to understand who you are and what your needs are
We get to know who you are, what your needs are and identify how our expertise can best serve you. We develop close working relationships based on professional confidence and trust. We understand that your financial planning needs are dynamic and will continue to change.
President, CPA, JD, PFS,RMA, NAPFA Registered
Steve founded Wealth Design Services following a 24-year old career as a tax partner in regional public accounting. He is a graduate of the University of Pittsburgh School of Law. Steve serves on the peer review panel of the Retirement Income Journal and has been quoted in the Wall Street Journal, Kiplinger’s Retirement Letter, Financial Advisor Magazine and Life & Health Advisor.
Steve is an Urban Beekeeper, avid reader and he serves on the Executive Committee of the Temple B’rith Kodesh.
Tax Director, Financial Planner, CFP,CPA,MBA, NAPFA Registered
Director of Marketing and Communications
Kaaren has a BFA from Kent State University and her M.S. Ed from St. John Fisher College. She became the Director of Communications and Marketing in 2016 and prior to that she worked in the public sector in education. As a skilled print and web designer she is responsible for branding, advertising, educational seminars and online strategic marketing for the firm.
Kaaren is married with a very active 3-year old and dog who are BFF’s; additionally, she is an active technology consultant and trainer to local Rochester organizations.
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