Steve has over 25 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. Steve has been a member of the LPL Financial Chairman’s Council in past years including 2021, a distinction awarded to less than 2% of approximately 19,000 advisors affiliated with LPL Financial nationwide.
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.
Steve graduated from the College of William and Mary 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 fell in love with Virginia’s beaches, mountains and history. He enjoys various fitness activities, college football, boating, coin collecting, rehabilitating his historic home with his wife Vanessa, and spending time with his niece and nephew, Ariel and Shawn.
He aspires to be a great sailor one day.