Since starting his career in 1998, Steve has advised clients through two recessions and multiple market corrections. He understands the value of managing risk by finding a balance between protecting and growing accumulated wealth.
The needs of clients come first to Steve, who uses a thoughtful evaluation process to advise clients on their life goals. He credits his team, The WillowPointe Group, for their exceptional abilities and dedication to this process which results in the delivery of outstanding, insightful advice and client service. He considers this team, and the nominal role that he played in helping create it, to be one of his most important career choices. Together, this team works to help clients achieve a "Work Optional" lifestyle. A former Branch Manager, and current Senior Vice President and Financial Advisor, he holds the Series 7, 9, 10, 63, and 65 securities licenses along with a bachelor's degree from Tennessee Tech University.
Steve has been involved in founding three local organizations and has served as president of all three. Those organizations are the Cookeville Regional Medical Center Foundation Board of Directors, the Cookeville Charter Chapter of Business Network, International, and the Upper Cumberland Community Tennis Association of the USTA. He is an elder in the First Cumberland Presbyterian Church and has served as Chairman of the Christian Education Ministry, the Stewardship and Finance Committee, the Personnel Committee, and the campus ministry. A former president of the Tennessee Tech Library Foundation Board, Steve has also served on the Leadership Putnam Board of Directors, the Upper Cumberland Broadcast Council, The Tennessee Public Television Council, and the Fleetguard Scholarship Committee. He is also a member of the Pacific Investment Management Company (PIMCO) Advisory Board. He and his wife, Connie, have two grown children, John and Emily, and are the proud grandparents of Brooklyn and Xavier Boots. In his spare time, Steve enjoys tennis, travel, reading, music, photography, fishing, and spending time with his family.