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Mission:
Building up clients to achieve more with God’s resources.
Through God, For God.
Values:
Integrity
Complete honesty in all dealings. All discussions are confidential. The only objective is the betterment of client. No selling of any financial products.
Accountability
Working together with clients. Action items completed in timely manner by client and coach. Progress monitored and constructive feedback provided.
Resourcefulness
Creative brainstorming with clients to review variety of options and collaboratively develop a thoughtful reasonable action plan with measurable goals that balances life goals with God’s provided resources.
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Steve's Experience
- Accredited Financial Counselor® (AFC®)
- Ramsey Solutions Preferred Finance Coach
- Financial Peace University (FPU) Program Leader
- Faith and Money Matters, Scripture-Based Finance Program Leader
- Volunteer Income Tax Assistance Preparer (VITA),United Way/IRS
- Social outreach/financial counseling at local churches since 2009
- Graduated with BBA Finance. Masters of Science in Accounting
- Served in Marine Corps (Captain)
- Corporate finance experience of 20+ years, from Financial Analyst to Controller/ Vice President of Finance
o Budgeting/Goal Setting
o Financial Analysis
o Financial Statement Reporting
o Project/Change Management
- Small business owner
- Residential real estate investor
- Married for 30 years and have three children
- Enjoy camping, hiking, kayaking and Aggie football games at Kyle Field
Steve's Experience
- Accredited Financial Counselor® (AFC®)
- Ramsey Solutions Preferred Finance Coach
- Financial Peace University (FPU) Program Leader
- Faith and Money Matters, Scripture-Based Finance Program Leader
- Volunteer Income Tax Assistance Preparer (VITA),United Way/IRS
- Social outreach/financial counseling at local churches since 2009
- Volunteer Income Tax Assistance Preparer (VITA), United Way/IRS
- Graduated with BBA Finance. Masters of Science in Accounting
- Served in Marine Corps (Captain)
- Corporate finance experience of 20+ years, from Financial Analyst to Controller/ Vice President of Finance
o Budgeting/Goal Setting
o Financial Analysis (Time value of money)
o Financial Statement Reporting
o Project/Change Management
- Small business owner
- Residential real estate investor
- Married for 30 years and have three children
- Enjoy camping, hiking, kayaking and Aggie football games at Kyle Field
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