Steve has over 20 years of experience in the financial services industry. He chose LPL Financial as the broker dealer for his financial planning firm so he could provide financial strategies on an independent platform. He has been a member of the LPL Financial Chairman’s Council 2012, 2013, 2014 & 2015. This is a distinction awarded to less than 2% of approximately 13,500 advisors affiliated with LPL Financial nationwide, based on annual production ranking.
His CERTIFIED FINANCIAL PLANNER™ certification is one of the most trusted credentials in the financial planning industry. It identifies financial professionals who have met the rigorous ethical, educational, and experience standards of the CFP Board. Steve also attained his Chartered Retirement Planning Counselor certification from the College of Financial Planning and the CERTIFIED ESTATE PLANNER™ designation from the National Institute of Certified Estate Planners. He is a member of the Financial Planning Association and The Hampton Roads Estate Planning Council.
Steve graduated from the College of William and Mary with a Bachelor of Arts degree in 1992. He serves on the Board of Directors of the Boys and Girls Clubs of the Virginia Peninsula and on the Advisory Board for the Children’s Hospital of the King’s Daughters.
Originally from Oklahoma, Steve moved to Williamsburg at age 19 to wrestle for William & Mary. He fell in love with Virginia’s beaches, mountains and history. In his free time, he enjoys Muay Thai kickboxing, college football, boating, rehabilitating his historic home with his wife Vanessa, and spending time with his niece and nephew, Ariel and Shawn. Steve is a member of Wave Church in Virginia Beach. He aspires to be a great sailor one day.