Community & Leadership
- Elder High School Young Alumni Impact Board
- Goering Center for Family & Private Business
- CERTIFIED FINANCIAL PLANNER™
- BS and Business Administration Finance and Economics, University of South Carolina
- Graduate Certificate in Personal Financial Planning, Kansas State University
Can you imagine exactly what you want your money to be able to do for you? Will it be hard to get there?
Maybe you’ve already made some financial projections with a spreadsheet, and you’ve written down some goals, but you’re not exactly sure what you need to do to get started. I can help take the vision of your financial future, and break it down into the small jobs that will get you there.
I’m always inspired by the big achievements our clients have already accomplished, and I’m grateful to help with the ones they’re still working towards. I love that our firm’s role is to help our clients make decisions that support some really important goals.
I believe that being a CERTIFIED FINANCIAL PLANNER™ is actually much less about planning, and much more about action. Everybody has goals. Not everybody is willing to make the day-in-and-day-out commitments that help you achieve them. My work is dedicated to helping people understand their necessary commitments, and meet those commitments, to move them towards their goals.
What I enjoy most about working with my clients is the opportunity to help them focus more on their passions, and less on a part of life they’re not particularly interested in.
“We get to work with some really inspiring clients who have had successful careers and raised wonderful families. At HCM, our strength is Financial Planning. I like that we use this strength to simplify our clients lives and help them spend as much time as possible developing their own strengths, whether it’s their career, pursuing a hobby, or having more experiences with their kids and grandkids."
Steve’s Hobbies: Playing guitar, reading, deferring taxes, compounding investment returns, fishing and SCUBA diving
Steve’s Strength Finder Results: Achiever | Harmony | Focus | Learner | Individualization
Favorite Quote: “Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to do your best to become the best that you are capable of becoming." -John Wooden
Favorite Song: “Thunder Road” by Bruce Springsteen. Steve says, “It’s an invitation to go on a journey. It’s an invitation to make your future anything you want it to be.”