PERSONAL - Steven was born in Philadelphia, PA and is a graduate of Roanoke College in Salem, VA with a Bachelors in Business Administration including concentrations in Marketing & Finance. He has been married to Meggen for over 10 years and they have 5 children: Tori, Jaxson, Aliyah, Rhys, & BraeLynn. His hobbies and interests include: Coaching Youth Sports, Golf, Hiking, Racquetball, and Traveling. Steven is an active Botetourt County Coach for Youth Sports & Upward Bound Sports - Soccer, Basketball, Baseball, & Flag Football.
PROFESSIONAL - Steven is a seasoned Wealth Advisor leveraging his many years of experience and knowledge to create results-oriented, customized plans that fit the needs of his clients with a focus on retirement planning, investments, and insurance. Over his lengthy career, he has guided many individuals through their personal situations, helping them make decisions that maximize their investment and life goals. Steven's passion for helping clients realize their financial potential is evident through the many clients and results he has helped achieve throughout his distinguished career. Steven currently manages the relationship with Freedom First Wealth Management located at Freedom First Credit Union, offering Wealth Management and Insurance services to the credit union members. He currently helps clients in VA, NC, MD, PA, & ME.
COMMUNITY INVOLVEMENT – Steven's current involvements are Co-Chair of the Roanoke College Alumni Executive Committee, Roanoke Valley Youth Hockey Board of Directors, Roanoke Valley Trail Life USA Committee, and the Video Production Committee at his Church. He volunteers for Rebuilding Together, Habitat, West End, and others. Steven is a Former Board Member for Blue Ridge Women's Center Former Director/Chair for Knights of Columbus Basketball Tournament; Former Salem Jaycees & Olde Salem Days Board Member/Chair.
Freedom First Wealth Management and Freedom First Credit Union are separate entities from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Freedom First Credit Union deposits and are not NCUA insured. These products are not obligations of the Freedom First Credit Union and are not endorsed, recommended or guaranteed by Freedom First Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.