Steve brings over 27 years of industry experience. The first half of Steve’s career was focused on serving individual clients, earning his CFP designation in 1997. The last 15 years was working with asset management firms, traveling to 47 states to present market and investment related topics to thousands of advisors,
wealth management firms and conferences.
Steve doubled majored at N.C. State earning B.A.’s in Economics and Business Management. He earned a Certified Financial Planner (CFP) Designation in 1997 and has been a Chartered Financial Analyst (CFA) since 2006. He holds FINRA Series 7, 63 and 65 licenses.
In the community
Steve has been married for 22 years to his wife Tiffany. They have three daughters, Savannah age 18, Lauren age 15 and Hadley age 13. He is an active member of Carmel Baptist Church. He and his family enjoys spending time in the NC Mountains.
Resources and events
Event 6/28/2022Current M&D Developments: Elevate Your Business (Atlanta)
Event 6/27/2022Current M&D Developments: Elevate Your Business (Charlotte)
Media coverage 7/28/2021How Will Proposed Tax Legislation Affect Your Financial Plans?
Article 6/14/2021How Will Proposed Tax Legislation Affect Your Financial Plans?