After a 32-year executive career at UPS, Steve retired as Vice President of Solutions & Implementations in 2017. For this career, he was able to hone his skills in executive coaching and accountability, as well as emotional intelligence. Subsequently, Steve leveraged his passion for personal finance to help individuals and families through financial coaching. He completed Crown Financial Ministry's Financial Coach's Program and Dave Ramsey’s Financial Coach Master Training and was a Ramsey Preferred Financial Coach before joining GMA.
Steve began working with Gilliam Mease Advisors in 2021 and is committed to supporting his clients by delivering personal, strategic, and holistic advice. He maintains the FINRA Series 7 General Securities Representative license, the NASAA Series 66 securities license, life and health insurance licenses, and the Behavioral Financial Advice (BFA™) designation.
Steve and his wife Glenda have one daughter, a wonderful son-in-law, and a beautiful granddaughter, they are members of New Circle Church and live in Lexington, KY.