After a 32-year executive career at UPS, Steve retired as Vice President of Solutions & Implementations in 2017. Over the course of his 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, families, and small businesses 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 prior to 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 adult daughter, are members of Lifepoint Church Louisville, and live in Prospect, KY.