After earning a Bachelor of Arts in accounting and an M.B.A. in finance, Steven practiced as a CPA for a Big 8 accounting firm before beginning his career on Wall Street in 1984 with Gabriele, Hueglin and Cashman as a municipal bond underwriter and dealer. In 1985, the firm was acquired by Tucker Anthony, a leading NYSE member. Through this affiliation, he began offering a complete range of brokerage services, and in 2001 Tucker Anthony was acquired by RBC Wealth Management, the United States investment arm of Royal Bank of Canada. In addition to holding the Series 7, 63 and 66 licenses, Steven is a licensed life, health and annuities agent. Recognizing the importance of giving back to the community, Steven sits on the board of Premier Healthcare, a charitable organization dedicated to serving the developmentally disabled.

Laura began her professional career as a college professor, having obtained both an Master of Arts and Ph.D. from New York University in English literature. In 1986, after completing the accelerated New York University Business Certificate Program for Ph.D.s, she became an investment advisor at Smith Barney on the West Coast. Laura then moved to New York City and joined Tucker Anthony, which was absorbed into the RBC Wealth Management family in 2001. Laura holds the Series 7, 63 and 65 licenses, as well as life insurance and annuities licenses. As such, she can do business as both a financial consultant and a Portfolio Focus™ Manager, running portfolios on a discretionary basis. A trained opera singer, Laura performed at the White House in her youth for the Chancellor of West Germany, Ludwig Erhardt.