Chief Investment Officer, Co-Founder
As Chief Investment Officer, Steve is the Chairman of the firm’s Investment Committee which is responsible for developing, executing and monitoring investment strategies for our clients. Steve also manages the firm’s retirement plan advisory division. An Accredited Investment Fiduciary®, Steve is a frequent speaker on financial topics, and has been quoted in the Wall Street Journal, as well as local and national publications on financial planning and investment issues.
A graduate of the University of North Carolina at Chapel Hill, he is a former Senior Vice President with First Citizens Bank and was also with what is now Wells Fargo Advisors. He has served as Chairman of the Board of Directors of Cape Fear Area United Way and the Louise Wells Cameron Art Museum. Steve and his wife Allison have four children, and he enjoys reading, classical music and spending time outdoors.
Office: (910) 791-1437