Steve works closely with clients in the areas of retirement, wealth transfer, risk management, business valuations, and forensic accounting services.
Steve holds several specialty designations: Accredited in Business Valuations (ABV), Personal Financial Specialist (PFS), Certified in Financial Forensics (CFF), Charted Global Management Accountant (CGMA) , Certified Valuation Analyst (CVA), and Certified Financial Planner (CFP). He is also a licensed financial advisor in 21 states.
Steve combines his specialty designations with many years of experience, personal care, and attention to help clients obtain their life and financial goals. He understands that achieving financial goals often means achieving life goals. Additionally, Steve offers litigation support in the areas of forensic accounting and business valuations. He has not only qualified as an expert witness in the Kentucky District and Circuit Courts and U.S. District Court, but also served as a court-appointed receiver.
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Certified Financial Planner (CFP)
Certified in Financial Forensics (CFF)
Certified Valuation Analyst (CVA)
Chartered Global Management Accountant (CGMA)
Personal Financial Specialist (PFS)
Western Kentucky University, Bachelor’s
922 State St Ste 100 Bowling Green, KY 42101