Senior Account Executive
Steve comes from a family of first-generation Italian immigrants. They’re big talkers. His Dad sold TV sets for Meier & Frank and his mom ran the PTA. His instinct still tells him to pick up the phone and call someone instead of sending an email. It’s just the way he was raised.
This fits perfectly with his work here at Impact Benefits & Retirement, where he’s lucky enough to put into use his four favorite skills: problem solving, research, technical writing, and, of course, communication. As the primary service contact for all health and welfare client relationships, Steve works directly alongside clients to help with administrative tasks associated with their benefits programs.
Before joining Impact Benefits & Retirement, Steve managed bond claims and was a grant writer for a large non-profit agency. Prior to that he practiced law. He has learned to deal with bureaucracy in a non-bureaucratic way. He truly likes to read arcane, legalistic, difficult information (He has read the entire 2,400 pages of the Affordable Care Act) and turn it into real-life solutions. That’s what makes Steve great at his job. He’s interested in leaving people better off than they were, not giving them a sales pitch.
When Steve isn't at work, he loves to cook. He also loves to eat and thoroughly enjoy exploring the ever-changing Portland food scene. As a hobby, he’s been making Pinot Noir wine for 11 years, and just bottled a 2013 vintage – it looks to be a good one. He was born and raised in Portland and has never left: Sunset High School, Portland State University, Lewis and Clark Northwestern School of Law. Steve and his Wife met in law school and you’ll often find them together on a variety of volunteer projects. Both of their children work in the arts. No surprise there, like he said, they’re a family of talkers.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
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Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.