Steve has been serving as a financial advisor since 1986, and was owner of O’Neil Financial Advisors. Today he is a founding partner of North Georgia Wealth Advisors.
Building and maintaining long term relationships has been and continues to be Steve’s foundational principle. He is known for his easy to understand approach and his creative custom solutions geared toward each individual’s unique needs.
Steve earned certification as a CERTIFIED FINANCIAL PLANNER™ professional in 1999 and is Series 7 and 63 registered. He has been affiliated with The Strategic Alliance, Inc. since 2003, and is also one of Dave Ramsey’s SmartVestor Pros.
Steve has been married to his high school sweetheart for more than thirty-five years. They are members of St. Peter Chanel Church and are active members in their community.
Their legacy includes, eight amazing children, six boys and two girls, with eleven grandchildren, so far! Steve has been a drummer most of his life and has played and taught in many capacities over the years. As a result, one of his greatest joys is listening and playing music with his kids.
In addition to music, Steve is an avid Hockey fan, having played at the junior level and coaching for most of his adult life. He is currently USA Hockey level 3 certified and coaching his youngest son.
Steve also loves fishing, woodworking, and home improvement projects. Steve’s top five strengths are Achiever, Relator, Developer, Positivity, and Competition.
He believes in a strengths based approach to life and would love to learn what your top five strengths are! strengthscenter.com
Steve’s E-mail: Steve@NGWealthAdvisors.com
Direct Phone: (770) 274-6492 ext. 103