Making positive and significant difference in our client’s lives.
For more than 25 years, Steve has worked with high-net-worth individuals and successful business owners, developing and implementing estate and business strategies, which have saved taxes and helped create income for his clients. He has the resources and experience to ensure clients are clear and confident about their planning decisions. With the recent implementation of The Life Audit process, Steve has concentrated his efforts on life insurance and fixed-annuity products as a way to help his clients protect their overlooked assets. Working in cooperation with accountants, attorneys and wealth managers, he provides life insurance plans for their clients, as well as his own. Steve graduated from Washington College in 1988 and lives with his wife Rachel and two sons, Steven Jr. and Zachary, in Chestertown. His hobbies include spending time with his family, hunting (www.tollersgunclub.com) , and enjoying the outdoors of Maryland’s Eastern Shore.