Steve Anderson, QPFC, AIF®
“It’s gratifying to be in an industry where we can have a positive impact on clients’ lives by giving them sound financial advice and the tools to monitor their progress toward their goals.”
Steve oversees the total client experience and assists our team with advanced and complex planning cases.
His career in financial services began in 1994, and he served as a trust and investment officer while assisting advisors in crafting client investment solutions and portfolios before teaming with Paul Hunt to launch Millennium. Steve is a graduate of Christopher Newport University with a degree in business administration with concentrations in economics and management. He holds a Series 65 securities license and his professional designations include Accredited Investment Fiduciary® (AIF®) and Qualified Plan Financial Consultant (QPFC).