I became a financial advisor in 2002, after serving 22 years as a naval aviator, finishing my Navy career as the commanding officer of Recruiting District Atlanta. Early in my career in the Navy, a financial advisor provided me with recommendations that changed my financial life. For my second career, I wanted to change people's lives in the same way.
I graduated from the U.S. Naval Academy with a Bachelor of Science degree and earned a Master of Arts in business administration from Webster University. In 2011, I became a limited partner at Edward Jones, and I have earned the CFP® and AAMS® professional designations.
I am an active member of the Cobb County Chamber of Commerce, the Honorary Commanders Alumni Association and the Atlanta chapter of the Naval Academy Alumni Association. Originally from the Midwest, I have lived in west Cobb since 1992. My wife, Karen, and I have one son, two daughters and three grandsons.
My branch office administrator, Namrata Hensley, was born in India and is fluent in Hindi. She and her husband have two daughters, both at UGA. She is dedicated to providing you with the highest level of service possible in all administrative and informational matters.
What is most important to you? That's where we start. Does that include making sure you've saved enough for retirement, what options you have with your old 401(k), maximizing your retirement income, multi-generational wealth or something else? I can help you define your goals and prioritize your needs.
We’re focused on you. Let me know how we can help.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
Phone NumberSteve Frederick at (770) 423-9298
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