Planning & Portfolio Manager
A 26-year veteran of the industry and the past 8 years with Beacon Financial Group, Steve’s education began at Kent State University with a bachelor’s degree in business finance, followed by his Series 7 and Ohio Life and Health Insurance licenses and finally the CFP designation. Expertly knowledgeable on technology and software, Steven’s analytical and research skills are the perfect combination to help clients find the correct investment allocation, cash flow recommendation, wealth, estate, and business planning as well as retirement planning strategies. Because Steven is passionate about working with Beacon’s clients to meet their financial needs and plan for their future, he review’s each client’s entire financial picture, including cash and debt management, investments, asset protection, charitable giving and taxes by asking the right questions and listening closely to their answers.
Originally from Diamond, Ohio, Steve and his wife Callie reside in Twinsburg and have one son in college at the University of Cincinnati. Spending time with family, enjoying sports, camping and hiking are all favorite activities of the Cribley family.