Broker Check
Steve Plain

Steve Plain

Avantax Financial Professional, CPA/PFS

Steve Plain began his career in 1977 at Main Hurdman CPAs where he advanced to a senior accountant. In March 1980, he joined the Internal Audit and EPD department at the Fortune 500 Company, Interpace Corporation. He became the Controller/Treasurer and eventually the General Manager of their subsidiary company Interceram Inc., in October 1983. Four years later in 1987, Steve became a partner in a local well-established CPA firm, and the partnership of Urmston, Forshee, Plain & Amelio was established. During this venture, Steve was introduced to the financial services industry, and he became a Registered Representative with HD Vest (Avantax) in 1999. He has been a Chapter Director for the company since 2007.
Steve completed FINRA  Series 6, 63 and 65 examinations and and is insurance licensed for life and health.

In November 2014, Steve sold his partnership interest in the CPA firm and now devotes his time to SEP Financial Services, providing wealth management services to his clients.

A graduate of Notre Dame, Steve is a member of the AICPA and the NYS Society of CPAs. Steve is the founding Chairman of the Town of Wallkill Boys & Girls Club Inc., a founding director of International Medical Relief Foundation Inc., a past president of his Rotary Club, a former trustee of his church and serves on various other committees in his local community.

Steve and his wife Maureen have four children—Brian, Megan, Caitlin and Molly— and have a daughter-in-law, three sons-in law, a grandson, and six granddaughters. Steve enjoys spending time with his large family and is an avid tennis player.