LICENSES AND CERTIFICATIONS
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Life Underwriter Training Council Fellow (LUTCF)
Certified Funds Specialist (CFS)
Accredited Estate Planner (AEP)
Certified Divorce Financial Analyst (CDFA)
PROFESSIONAL EDUCATION AND TRAINING
Bachelor of Arts, cum laude, Lynchburg College (1972)
CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning (1987) (No longer active)
Chartered Life Underwriter designation, American College (1987)
Chartered Financial Consultant designation, American College (1990)
Masters in Theology, Baptist Theological Seminary at Richmond (in progress)
Steve has been in the financial services industry for over 35 years. After starting The Main Street Group in 1984, he rose to the top of his profession. He holds numerous professional designations, including Chartered Life Underwriter and Chartered Financial Consultant. He has been a member of the LPL Financial Chairman’s Club or Patriot’s Club every year that he has been with LPL Financial, which places him in the top 2% of financial professionals nationwide based on production.
Since earning his CERTIFIED FINANCIAL PLANNER™ designation in 1987, Steve has participated in every facet of the financial planning process, both for his own clients and new associates who join The Main Street Group. His passion is guiding his clients and prospective clients through the principles of life planning. While financial planning* involves number crunching, selecting appropriate investment vehicles, and pulling these together into a financial roadmap, life planning takes the process further. Life planning can help mitigate any fears a client may have about retirement or end of life issues are prepared for, such as care for a disabled child or long-term care for the client. Steve believes in eliminating as many of his clients’ apprehensions as he possibly can. He has learned through his many years of experience that knowing all the details have been planned out and the safety nets are in place can help put an entire family at ease.
Steve is an artist, and often gives prints of his paintings to his clients. His works can also be viewed in our branch offices in Richmond and Lexington. Steve is a member of WIFS, an organization dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential.
*Financial planning through LPL Financial
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