Steven is the Managing Partner and CEO for Southern Oak Advisory. specializes in large life insurance placements for wealthy families, business owners, and individuals. Steven has a breadth of experience that dates to 2001. In addition to being a production leader and owner in his current firm, his previous recognitions include: member of the Association of Advanced Life Underwriters, member of National Association of Insurance and Financial Advisors, and a member of the Million Dollar Round Table (the Premier Association of Financial Professionals). Steven also served on the Agents Advisory Council for New York Life Insurance company, as well as being a member of their Chairman’s Council and a multiple time member of their Executive Council. Personally, Steven serves on several boards including the Foundation Board for the Putnam General Hospital and the Board for Penfield Christian Homes. Steven is also an active member of his community of Eatonton. Steven and his wife, Becca have two children and are very active in the First Baptist Church, Eatonton.