Steve graduated summa cum laude from Longwood College with a Bachelor of Science in Business Administration in 1993 and has over 26 years of experience in the financial services industry. Steve operates the South Hill office along with Michael Pugh. Plus, Steve and Michael team with John Amendola in the Raleigh office helping clients accomplish their financial goals.
Steve is committed to working with people who wish to build wealth as they create enduring legacies for their families, businesses, and communities. He provides facts on wealth management in a consultative, educational format. Steve strives to create financial independence for his clients by building strong, long-term relationships while providing dedicated service.
Steve holds the Series 7, 6, and 63 registrations and holds the Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Advisor for Senior Living designations along with the Certification in Long-Term Care.
Steve resides in South Hill with his wife, Michelle, his son, Kyle, and his daughter, Regan. Steve is an active member of the South Hill United Methodist Church and is a member of Gideons International.