Steven R.  Mathis

Steven R. Mathis

Wealth Manager

Steve provides guidance in the areas of investments, retirement, tax, insurance, and financial services. He holds the Series 6 and 63 through LPL Financial, SIE securities license, as well as the Pennsylvania Life, Accident, and Health Insurance License. Steve is a 2011 graduate of Slippery Rock University, earning a Bachelor of Science Degree in Business Administration with a concentration in Finance and Accounting.

Steve currently resides in White Oak with his wife, Brittany, and three children, Scarlett, Caroline, and Cohen and his two dogs, Marlo and Addie. In his spare time, he enjoys playing softball, basketball, golf and watching sports.