Project Manager & Partner

Steve has been In the financial services industry for the past 25 years and has spent 6 of those years in the Alternative Investment Space, working exclusively with CPAs and Registered Investment Advisors. He previously spent time in mortgage services as a loan officer. He has personally closed over $490 million in loan transactions and helped over 2,300 homeowners throughout the southeast. The Georgia native attended Oglethorpe University where he is in the University’s Basketball Hall of Fame. In his free time, Steve enjoys spending time with his wife and three kids, and rooting for Atlanta sports teams. Steve is also a cancer survivor.