Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies

Awards & recognition

  • The Overton Group, Ameriprise Client Experience Award, 2020

Community participation

Steve's Community Involvement:

Rotary Club of Sun City Center

Sun City Center Charitable Foundation - Board Member

Sun City Center Chamber of Commerce - Member

Idlewild Baptist Church - Volunteer

South Bay Hospital Sun City Center - Past Board Member