Broker Check

Steven Holmes

Steven Holmes brings over 30 years of public accounting experience along with more than 15 years experience in the financial services industry. Steven is a registered representative and investment advisor representative with LPL Financial and holds a Series 7 securities registration. As a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED PUBLIC ACCOUNTANT, he integrates his knowledge in both disciplines to provide a higher level of service to firm clients. Having an intimate knowledge of a client' s income tax picture plays an important role in investment decisions. By the same token, being involved in a client's investment plan can reveal critical information when providing income tax planning services. Integrating these two fields under one roof is a great benefit to firm clients.

Steven married his high school sweetheart, the former Susan Garrett and they have three children and one grandchild. Steven teaches Sunday School and serves as a deacon at Tabernacle Baptist Church. He also serves on the boards of CASA and the local chapter of Habitat for Humanity.