He has helped them to  focus on customer service and maximizing long term shareholder value.  Through his company, Steve provides services which include financial analysis and modeling, financial regulatory compliance, risk management, business exit strategy, streamlining financial and procedural policies, operational procedures development, and creating monitoring and accountability systems.  Steve delivers measurable positive results in these areas to his clients so that they can remain focused on the central function of their business.  

Steve served as the CFO of JP Turner and Company through its entire life cycle.  From its beginning in 1997 until the firm was successfully acquired and fully integrated in 2016, Steve was a key player on the executive team. By keeping a focus on providing customer service to his advisors, developing and implementing the financial systems used by the company, and providing executive guidance to ownership, Steve helped grow the firm from start up to over $80 million in annual revenues.  The firm developed from having a small regional footprint to eventually becoming a successful nationwide enterprise supporting dozens of offices and hundreds of advisors.