Client Relations Manager
O: 813-909-9305 ext. 1926
- Bachelor of Science in Business Administration, Towson University, Finance major
Designations & Certifications:
- Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies
Steve McCormack works closely with our consultants in performing investment due diligence, cost analysis and benchmarking and plan reviews. He is readily available as an in-office contact for the ongoing needs of our clients and their employees.
Steve has over two decades of experience in the financial services industry with a strong background in retirement plans. He joined MRPA after several years in a senior systems development role with a major mutual fund company.
- Retirement Plan Advisory Group (RPAG)