About
Steve brings over two decades of experience in financial services and over a decade as a practicing tax attorney. His experience bridges tax law and financial planning, helping clients navigate complex transitions in their lives and businesses. As a Certified Exit Planning Advisor (CEPA), Steve offers deep insight into business succession strategies. He’s also committed to service, most recently serving on the board of Jumpstart, USA, a national prison ministry. Outside of work, Steve enjoys spending time with his family and being active in the outdoors.
Education
- JD, University of South Carolina School of Law
- LLM, Emory University School of Law
