Steve has spent over 30 years in the financial services industry in a variety of roles. After graduating from the University of North Carolina at Charlotte he began his career in Corporate Banking in Charlotte, NC and later moved to Atlanta, GA. He has held a number of different positions within the Corporate Banking and Corporate Finance world with the major financial institutions including First Union, Wachovia and GE Capital.
In 2009, Steve changed his focus to the Financial Advisory industry to develop deep relationships with people he enjoys working with and help them identify and meet their financial goals. He provides financial planning and wealth management services including risk management, cash flow analysis, retirement planning, college planning, investment strategies, estate planning, business succession planning, retirement plans and employee benefits. He primarily works with business owners, professionals, corporate executives and their families.
Steve lives in Duluth, GA with his wife Susan and two daughters Sarah and Claire. In his spare time he enjoys playing golf and other outdoor activities.