I began my financial services career in 1998, and formed Hadley Financial Group in 2001. I am an investment advisor representative of Eagle Strategies LLC, a Registered Investment Advisor.
I graduated from Dartmouth College and was a partner in a commercial insurance agency from 1984-1997. I am a 2023 member of the Million Dollar Round Table’s* “Top of the Table”, a global association of the world’s leading life insurance and financial professionals, as well as a 2022-2023 New York Life’s Chairman’s Council member.^
I have served on the boards of the United Way of Chittenden County, and the King Street Center. In my spare time, I enjoy playing tennis, pickleball, and I am an avid rock and ice-climber. I have three children, six grand-children, and I'm married to Tammy.
I began working with New York Life in the summer of 2019 and joined Hadley Financial Group in January, 2021. A majority of my work focuses on helping young families start a financial plan, assisting owners and employees of closely held businesses, as well as offering services to help provide peace of mind to pre-retirees toward ensuring that their money will last for their lifetime.
I am a 2023 member of the Million Dollar Round Table*, a global association of the world’s leading life insurance and financial professionals, as well as 2022-2023 member of New York Life’s President’s Council^.
A little about me…
I grew up in Essex, Vermont and have lived in the area almost my entire life. Knowing I wanted to establish myself in Vermont, I decided to attend Endicott College in the North Shore of Massachusetts so that I could experience a different environment for a few years. During my time at Endicott College, I received a BA in Finance and Business Management.
I am an avid sports fan and love to watch the Cowboys, Red Sox, Celtics, and UNC Tar Heels. When I am not working, I do my best to stay as active as possible. You can often find me at the gym or playing softball, basketball, soccer, and golf. I currently live in South Burlington with my wife Emily and we are looking forward to starting a family in the next few years.
Steve became an agent for New York Life Insurance in September of 1999 and worked out of the Vermont General Office until 2019 when he joined Hadley Financial Group. He is currently a Senior Partner of the firm. His work focus is helping pre-retirees prepare for the future, including many current and former school teachers and small business owners setting up retirement plans for their employees. He is a 2022-2023 New York Life Executive Council^ member and qualified for the Million Dollar Round Table* in 2019.
Steve has lived in Vermont the majority of his life. He graduated from Norwich University, completing both his Undergraduate and Master’s program in Biology. He enjoys downhill skiing in the winter and water skiing, and scuba diving in the summer.
I began my career with New York Life in the fall of 2020 and joined Hadley Financial Group in May 2022. My work centers on helping owners of closely held businesses develop customized insurance and financial strategies to reduce tax burdens and plan for future transitions. I also enjoy partnering with individuals to guide them on their financial journey—empowering them to achieve financial independence and shift from trading time for money to living life more fully.
To better serve my clients, I stay actively engaged in my community. I currently serve on the boards of the Burlington Young Professionals, the Heineberg Senior Center, and the Women Business Owners Network. I am an ambassador for BNI as well as a member of Wealth Builders in South Burlington. Additionally, I am a proud graduate of the Leadership Champlain Class of 2024.
In 2024, I was honored to qualify for my third year of membership in Million Dollar Round Table* and recognized as a member of New York Life’s Executive Council^ for both 2022 and 2023.
A little about me….
Originally from Delaware, I also spent time growing up in Central New York and Vermont. I earned a BA in International Relations and a Master of Public Administration from Syracuse University. My experiences abroad—living in France, Israel, Ireland, and Turkey—deepened my global perspective. Prior to my current career, I worked in Washington, DC, in international development and national security. I eventually moved to Vermont for a slower pace and to be closer to my family in Middlebury.
Outside of work, I enjoy cheering on the Philadelphia Eagles, cooking at home, and playing board games with friends.
I started my career with New York Life in the fall of 2019, working out of the Vermont General Office until the end of 2023. Soon after, in January of 2024 I joined Hadley Financial Group. With an aim to plan holistically, I provide insurance and investment solutions focused on protecting and growing wealth. My goal is to continue working with like-minded individuals who value their financial futures.
A little about me…
I grew up outside of Boston, Massachusetts moving up to the Burlington, VT area to attend St. Michael’s College. There, I earned a BS in Business Administration and developed an interest in insurance and financial services after my experiences in various internships. When I’m out of the office you’ll find me on the mountain snowboarding, at the golf course, or supporting Boston sports teams.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
^Council is an annual company recognition program based on agent production from July 1- June 30.