Steve Post began his career in 1974, starting his own accounting, tax & small business consulting practice immediately after graduating with honors from Georgia Tech where he played basketball for four years.  His practice evolved into providing investment and financial planning services built on the trusted relationships he had grown through the tax business.  As the Founder & Managing Partner of the Investment firm, Steve is passionate about our clients and their retirement success.

 

Steve has earned Enrolled Agent and Chartered Retirement Planning Counselor designations along with a Series 65 from FINRA.  He is enthusiastic about helping clients understand complex financial and tax scenarios, the planning process and seeing his clients become successful in their business and financial lives.  Steve is very service oriented and enjoys serving people as well as his savior, Jesus Christ.

 

He resides in his hometown of Auburn and is married to his high school sweetheart Nicki, has two grown children and four grandchildren.  Steve enjoys playing golf, tennis, basketball, traveling and being at the family lake home during the summer.