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About Me

steve

I have been a financial advisor for the past 33 years. I live in Rocky Mount, NC, with a wonderful wife and two terrific children. I graduated from North Carolina Wesleyan College, with a BA in Business Administration. I am on the Board of Directors for Nash Community College Foundation and just recently was honored to be appointed to the National Board of Advisors for Duke Children’s Hospital & Health Center. I have now been honored with Nash Community College Alumni of the Year award for 2013.

In my younger days, I dabbled in pen and ink drawings. It wasn’t until I experienced some life altering events that I began to take it seriously. The passing of my brother-in-law and the illness and surgeries that my son, Daniel, went through made me realize that I should embrace my passions. My time on this earth is short and my passion is to make a difference in the lives of others.

Steve

Phone: 252-903-8200
Email: Give To The Kids

Community Participation

  • Nash Community College Presidents Challenge Award, 2016
  • Nash Community College Outstanding Alumnus Award 2013
  • Nash Community College Foundation Board 2005 - 2017
  • Duke Children’s Hospital, Board of Advisors
  • Men’s Christian Fellowship Home, Rocky Mount, NC
  • Cameron Executive Network, Cameron School of Business at UNC-Wilmington

Awards and Recognition

Kentucky Colonels
  • Financial Planning Company's Client Satisfaction Survey Score 100 - 2015, 2017
  • Financial Planning Company's Circle of Success - 2016, 2017
  • RVS Life Premier Club Member - 2017
  • Commissioned as a Kentucky Colonel by the Governor of Kentucky, 2015
  • Premier Protection Award - 2014
  • Financial Planning Company's Hall of Fame - 2011
  • Financial Planning Company's Diamond Ring Club - 2000
  • Financial Planning Company's Mercury Award - 1986

Interests

When not serving my clients, I am happiest at the beach grilling and painting. I am committed to raising funds for non-profit organizations and motivating people to live more empowered lives.