Senior Wealth Management Advisor
Office: (540) 400-7611
Series 6 and 63 registrations held with LPL Financial, and Series 65 registration held with Level Four Advisory Services
VA Life & Health License, NC non-resident Life & Health License
Bachelor of Business Administration at Roanoke College, with concentrations in marketing and finance
College for Financial Planning - (CFP® Classes Completed)
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Steven is a seasoned wealth advisor, leveraging many years of experience and knowledge to create customized plans that fit the needs of his clients. Steven has been providing strategies for his clients at Freedom First Wealth Management since 2009. Prior to joining Freedom First, he was a financial planner with MetLife Securities for 10 years, focusing on retirement planning, investments, and insurance. He began his financial services career as a Registered Representative & Long Term Care Insurance Specialist with John Hancock.
Throughout his career, Steven has guided many individuals through their personal situations, helping them make decisions that aim to maximize their investment and life goals. Steven specializes in tax-efficient retirement income planning and wealth transfer for individuals, as well as succession planning for business owners with experience in Benefit Plan designs, services, and Retirement Plan Management. Steven has also taught Crown Financial Ministries and Financial Peace programs through churches. Steven is available for speaking engagements. He has taught classes at Roanoke College and at Virginia Western and Dabney Lancaster community colleges, and has spoken at numerous corporate meetings.
Steven was born in Philadelphia and is a graduate of Roanoke College in Salem, VA. He has been married to Meggen for over 10 years and they have 5 children. Steven's many hobbies and interests include coaching youth sports, golf, hiking, working out, and racquetball. He volunteers on church and community projects and serves on several Boards of Directors. He currently helps clients in Maine, North Carolina, Pennsylvania, and Virginia.