Investment Financial Representative
Steve has a BBA in Finance, and began his career in the financial services industry in 1994. Steve has worked with individuals, professional organizations and business owners in risk management, investments, financial planning, and tax strategies. Steve's first priority is to establish a trusted, long term relationship with his clients.
Steve is an Investment Advisor Representative (IAR) of Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm and is legally bound to work in your best interest.
Steve serves on the board of the Charles D. Burnett foundation, has taught CE courses at Chattahoochee Tech and has been a guest speaker on financial topics. He is a member of Marietta First United Methodist Church, enjoys coaching and playing basketball, music and UGA football.