Steve works closely with his clients to help them define their financial goals, and develop a “road map” for working towards those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education. Steve and his wife Liane are the very proud parents of their daughters Natalie and Jennifer. They live in Providence Plantation and are active members of Matthews United Methodist Church. Steve also enjoys volunteering with the Greater Matthews Habitat for Humanity.