Steve lives in the Atlanta area and has over 16 years experience in the financial industry. He graduated from Georgia Tech and earned an MBA in Finance from Indiana University.

Working to put himself through college without student loans, Steve learned early on the value of managing money. This fueled his passion for helping people plan and save for education and retirement. His mission is to help families build a strong financial foundation through comprehensive financial and retirement planning, proper protection of loved ones, and disciplined investment management.

Steve has been married for over 30 years and has two grown children and one playful grandson.  When not helping families, he loves to be active outdoors hiking, boating, biking or playing tennis.