Steven has always called the Carolinas “home.” As a CPA he specializes in helping individuals, families and growing businesses navigate the financial world. He has a passion for bridging financial concepts and investment principles with the art of human application.
EDUCATION & CERTIFICATION
Steven earned his B.A. in Political Science and his MBA in Finance from Winthrop University, graduating with honors for both degrees; he also did his post-graduate work in accounting at Louisiana State University. Steven is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM.