Steve joined the firm in 2003 after three years with AXA Advisors, LLC. Prior to seeking a more personally fulfilling career helping others with their personal finances, Steve worked for nine years in supply chain management; first as a consultant for Manugistics Group in Maryland (now JDA Software), and second in various production planning and sales roles for Riverwood International here in Georgia (now Graphic Packaging Int’l).
He is married to Lynne, a Life Coach, and they have two wonderful daughters, Grace and Lexie. They live in Roswell where Steve is actively involved in kids’ activities, church, school and the community. He is a past president and current member of the North Fulton Rotary Club and a volunteer with many area charities. Steve enjoys golf, college football, hiking and being outdoors – especially in autumn.
Steve is a native of Springfield, Ohio. He graduated from Penn State University in 1991, completed the Oglethorpe University Financial Planning program in 2001 and has served his clients as a CERTIFIED FINANCIAL PLANNER™ professional since 2003. Steve is an Investment Advisor Representative of Odyssey, as well as the firm’s Chief Compliance Officer. He is responsible for implementing the Compliance Manual and Code of Ethics for the firm.