About

A man standing in front of a wall with a coin and bar graphs.

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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A collage of people with different expressions.

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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