Steve's enthusiasm for investing serves him well as he works with clients to develop their portfolios and financial strategies. Following a sales and marketing career with BellSouth, Steve's entrepreneurial spirit led him to follow his passion for music and he founded his own business restoring, selling, and servicing pianos. The experience of focusing on customer needs, as well as the experience of building his own business provides Steve the understanding necessary to assist clients in identifying and reaching their financial goals. His philosophy of putting the client first will continue as a guiding principle with Guilford Financial Partners.
Professional
- Securities registered holding FINRA Series 7 and Series 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network
- Holds insurance licenses for life, health, and long-term care
- Business management degree from North Carolina State University
Personal
- Lifelong resident of Greensboro, North Carolina
- Enjoys music, golf, hiking, sports, gardening, and good chocolate ice cream
- Member of Westminster Presbyterian Church, plays guitar with the worship band, and enjoys local and international outreach projects assisting others in need