Mary Kay is a Financial Associate and the Chief Compliance Officer for Alpha. She returned to us after a one-year stint at Chase Bank, having worked at Alpha previously for two years as the office administrator. Prior to that she...
Michael Hairston has twenty-two years of experience as a financial advisor and portfolio manager for professional athletes, entertainers, high net worth families, and small business owners. He spent ten years at US Bank in the...
President | Financial Advisor
Steve began his career in the financial services arena over 20 years ago with Edward Jones in Ashland, OH. He earned his Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning during his...
Tommy is a proud graduate of The Ohio State University, where he earned his Bachelors in Business Administration with a specialization in Finance. Since graduating in May of 2019, Tommy has joined the team as a full-time Financial Associate
Steve began his career in the financial services arena over 20 years ago with Edward Jones in Ashland, OH. He earned his Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning during his days with Merrill Lynch. Prior to starting Alpha Financial Planning, he worked with Doctors from around the country for nearly a decade with Mercer Advisors.
Steve’s passion is co-creating a comprehensive financial Plan with his clients. He specializes in working with closely-held business owners and individuals to identify their financial vision.
Steve is actively involved in his home community of Dublin, he serves on the board of his Homeowners Association, and volunteers his time to Youth Sports groups. He has been a Coach, a Commissioner, and a Board Member for the Dublin Football League, and Dublin Youth Athletics. Steve is a proud supporter of the Coffman Football and Basketball booster clubs. He also has his own AAU Basketball organization – Hoop Heroes Basketball Club, LLC.
You can call Steve at 614-886-9395 or reach him via email.
Investment advice offered through Alpha financial Planning, Inc., a registered investment advisor and a separate entity from Charles Schwab & Co.