Professional Certifications
• Series 66 and 7 Securities Licenses
• Registered Representative and Investment Advisor Associate, Ameritas Investment Corp
Education
• Bachelor of Science in Finance, Virginia Tech
Financial Experience
Steven has been a financial advisor with Capital Concepts Financial Group since 2000. He became a managing partner with the firm in 2007. He focuses on wealth management for business owners, professionals and retirees. Steven works with clients using a comprehensive planning process of exploration, data gathering, objective analysis, consultation and regular follow-up.
Personal
Steven is a Hickory native. He resides locally with and his wife, Lori, and their three children.
To reach Steven, call 828-322-8210, Ext 424. You may also email Steven at ssparks@cconcepts.com
