Steve became a part of ShorePoint Advisory Group in early 2009, bringing with him his work experience at a leading global wealth management firm based in Switzerland. Steve focused on addressing the financial planning needs of professionals, business owners, and retirees. Steve takes great pride in using his extensive experience and education to assist individuals in making informed financial decisions and building confidence for their future. Steve is committed to delivering tailored financial strategies designed to meet each client’s individual goals. He strives to be a trusted advisor by building lasting relationships grounded in exceptional service. Through regular portfolio reviews, performance analysis, and open communication, Steve ensures clients receive a consistently high level of personalized support. Steve is active in the Triad community and resides in Greensboro with his wife, Emily, and their two sons. Steve enjoys coaching youth baseball, mountain biking, kayaking, sailing, and piddling in the garage. Many of Steve’s most cherished memories are the beach trips he has taken with his family to the North Carolina coast. Professional Designations, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
• Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
• Chartered Special Needs Consultant, American College of Financial Services 
• FINRA Series 7 securities registration
• FINRA Series 66 (Investment Adviser Representative) securities registration
• Life and disability insurance licensed
• Long-term care insurance licensed

Professional Memberships

• Society of Financial Service Professionals

Education

• NC State University, Raleigh, NC – B.S. in Natural Resources
• Wake Forest University, Winston-Salem, NC – M.B.A in Business