Steven has more than 4 years’ experience in the financial services industry. Working as a trusted partner, he has helped clients define and achieve their goals through his skills in financial planning, investments and consumer credit insight. After graduating from Georgia Southern University with a BA in Computer Information Systems, Steven moved in 2006 from southeast Georgia to the Atlanta area. He began his financial services career with Atlanta based Equifax,and later TransUnion, providing credit solutions to the banking industry. Afterward, he worked as an Investment Advisor Representative with Merrill Lynch before joining the AdvisorySouth team, gaining valuable experience in financial counselling, investments and retirement plans.
Steven has a passion for using his advice and guidance to help clients navigate their path forward through the complexities of financial and retirement planning. He is a dedicated husband and father. He enjoys spending free time with his family and friends.