You may have heard us on the radio, seen us on television, or met us at a seminar, expo, or other event.
As a company and as individuals, we value integrity, honesty, openness, personal excellence, continual self-improvement, and mutual respect. We are committed to our clients and have a passion for service. We hold ourselves accountable to our clients and employees by honoring our commitments, providing results, and striving for the highest quality of service.
Steve has built his career around one simple goal: helping people protect what they’ve earned. His clients have spent a lifetime doing the right things—working hard, saving diligently, and planning for the future. His goal is to help people feel confident that their finances are secure, no matter what life or the markets bring. He was born and raised in Hazlehurst, Georgia, has resided in Chattanooga since 1979 and played football for UTC. He has two children and a granddaughter.
Jennifer has led operations and business analysis at Motorola and other financial services firms over many years. A resident of Chattanooga since 2020, she is involved in community theatre and the Chattanooga High School Center for Creative Arts (CCA), where two of her children have attended. She is committed to her family of eight children and two grandchildren and lives in the North Shore neighborhood.
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