Steve enjoys building long-term relationships with clients. By empowering and supporting them to pursue their goals and improve their lives, he believes his clients’ families and community are better by extension. A true professional, he specializes in investment management, advanced business planning, and personal, estate and Social Security planning.
Prior to joining Alliance Wealth Partners® in 2014, Steve was a financial advisor with Morgan Stanley and Merrill Lynch for 13 years. Formally certified by the South Carolina Supreme Court as a specialist in both taxation and estate planning law, he brings unique knowledge and experience to the team. Steve was law clerk to the Honorable James B. Stephen, a contributing drafter of the state’s college savings plan, as well as a member of the state treasurer’s office select committee to create the plan. He graduated from Wofford College with a bachelor’s degree in economics, earned his JD from the University of South Carolina School of Law, and earned a Masters of Laws in Taxation from Emory University School of Law. He continued his education to become a Certified Financial Planner™ Professional.
Active in his community, and with ministry opportunities, Steve is a current board member and former chair of The Frances P. Bunnelle Foundation, prior chair of New Day Clubhouse, and served with numerous other entities. He teaches fifth-grade Sunday school and supports initiatives to create prosperous and holy communities in the U.S. and abroad.
A Spartanburg, South Carolina, native, Steve and his wife, Clare, have three children, Grayson, Olivia and Hampton.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.