Steve brings a diverse background to the Keystone team that gives him a unique perspective assisting his clients solve their employee benefit needs. Having managed information technology projects for several fortune 500 companies gives Steve a background in managing large, multifaceted projects. This knowledge along with his understanding of the employee benefits industry allows Steve to focus on the issues at hand, solving them by bringing the right mix of product, services and technology.
Steve also spent much of his career helping companies of all sizes implement business solutions. This background has given Steve an understanding of how to work with companies at many different management levels. Steve also understands that the work doesn’t end with a successful implementation. Ongoing support insures that should assistance be needed with issues such as billing reconciliation, claims resolution or any on-going employee benefit support, his team is ready to lend a hand.
Starting his insurance career at New York Life in 2003, Steve was provided quality education in the area of both individual and corporate insurance products and services. After having successfully completed his CFP® coursework, Steve realized that his expertise helping corporations solve their employee benefits needs was a better fit given his business to business background. Steve successfully implemented his first employ benefit plan in 2005. By the way, that company is still a client of Keystone.
“I look forward to my vacations with my family (wife, two step children and their significant others, two grandchildren – soon to be three) either on the west coast of Florida or in the mountains of N GA and North Carolina.
The fishing in Cedar Key, a sleepy little fishing village west of Gainesville, is phenomenal! We usually split up into two boats and have fishing contest. There usually is no clear-cut winner as there is usually some discrepancies on size and types of fish caught.
Our trips to the mountains are usually filled with days on the hiking trails visiting scenic overlooks and fabulous waterfalls…. At night we usually find a good restaurant as we all like to eat good food!”
Steve is not just a native Floridian, he is a fourth generation Floridian. His great, great grandfather was one of the first Spanish settlers in St. Augustine.
Keystone takes a project management approach when implementing employee benefits. For most of our clients’ implementations, we develop project goals, objectives and timelines; identify key personnel resources, insurance product mix, as well as applicable technology to obtain a successful outcome. My experience in project management gives me the ability to formulate and execute project plan specific to each client, simplifying what can be a difficult process. My understanding of the group insurance market place insures I bring the proper mix of carriers and product to the solution.
- Certified Benefits Consultant
- Class of ’76 Bishop Kenny High School (Go Crusaders)
- THE Florida State University – BS in Management Information Systems, Finance. Minored in Accounting and Psychology.
- Community Connections of Jax
- Jacksonville Zoological Society
- United Way
- Jacksonville Cancer Walk
- Florida 8a Alliance
- Friends of Florida Theater
Phone: (904) 464-0888 ext. 202
Golden Tile en Papillote:
Living in north Florida gives us access to a number of yummy local fresh fish options – grouper, red snapper, trigger fish, golden tile and more. This is a great meal to have when serving family and friends.
4 – 6 oz filets of golden tile, snapper grouper, really any fleshy white fish
1 dozen dry scallops cut in half
1 bunch cilantro
1 bunch parsley
Garlic(I use a lot but 4 cloves would work)
Julienne 3 carrots and 2 zucchini
6 cherry tomatoes
4 slices lemon
Dry white wine
4 Pieces Parchment paper
1. Preheat oven to 425 degrees.
2. Place one filet on each piece of parchment paper. Salt and pepper to taste.
3. Take three pieces of the cut scallops and place them on top of the fish along with on slice of lemon a bit of garlic, a pat of butter and a drizzle of white wine.
4. Lay the carrots and zucchini along the side of the fish. A little more salt and pepper and your ready to close the parchment paper.(There a few really good you tube videos on how to do this step)
5. Cook for 18 minutes
Place on dinner plate, cut the parchment paper and enjoy!!! Bon Appétit!
- We have so many good places to eat in North Florida that it is hard to pick just one, so I won’t…
I would say my favorite place is Restaurant Orsay located at 3630 Park St Jacksonville FL. What an awesome place to enjoy a special occasion fine dining experience or if you just want to dine in style. The Pork Chop is the best I have ever tasted. The food is always fresh usually brought in from local farms. The wait staff is second to none.
If we are just looking for a good meal in a casual atmosphere we always head to Black Sheep located at 1534 Oak St in the Five Points area of Jacksonville. Fun roof top bar (gotta try the dusty boot). The beet salad is my favorite. The Bar-B-Q duck sandwich is an awesome entree. Fun wait staff and great atmosphere.…