Broker Check

Steven Holmes

Steven Holmes brings over 30 years of public accounting experience along with more than 18 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 with LPL Financial. As a CERTIFIED FINANCIAL PLANNER™ , a CERTIFIED PUBLIC ACCOUNTANT and a CERTIFIED KINGDOM ADVISOR, 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 tax planning strategies. Integrating these two fields under one roof is a great benefit to firm clients.

Steven married his high school sweetheart, the former Susan Garrett. They have three children and five grandchildren. Steven teaches Sunday School and serves as a deacon at Tabernacle Baptist Church, where he is chairman of the Finance Committee. He also serves on the board of THS Emergency Shelter.