Steve is a veteran member of the WealthPartners team. As a managing director, he leads the firm's corporate retirement plan division, helping business owners and organizational leaders make effective, efficient decisions for their retirement plans. In addition to his retirement plan expertise, Steve partners with individuals on wealth management strategies, providing personalized guidance to help them pursue their financial goals with confidence.
A graduate of Mississippi State University, Steve studied accounting and earned his CPA designation. This strong financial foundation served him well as he transitioned into the financial services industry and continues to provide significant value and a unique perspective to the businesses and individuals he serves.
With more than 30 years of industry experience and numerous professional accreditations, Steve has built a reputation for trusted advice and client-focused service. In 2023, he was named to AdvisorHub's 200 Fast-Growing Advisors to Watch list and a Leader in Finance in 2021 by the Mississippi Business Journal.
An avid outdoorsman, Steve enjoys hunting and fishing. He also loves exploring the world through travel and getting lost in a good book. He and his wife, Missy, live in Ridgeland and cherish spending time with their two daughters and grandchildren.