Steve began his career as a financial advisor in 1994 with Morgan Stanley. While there, Steve opened a new branch office in Cleveland, TN, moving his practice to UBS in 2001. The focus of Steve’s services at UBS are geared toward assisting retirees develop long-term plans that maintain their lifestyles. He enjoys cooperatively planning and implementing strategies that assist families in the pursuit of their retirement dreams. Steve resides in Cleveland, TN. He serves on the boards of WTCI PBS and is a founding director of the non-profit Association of Biblical Counselors, based in Dallas.

Registered States:
AL, AR, CA, CO, DC, FL, GA, IL, KY, MA, MD, MN, MS, NC, OK, PA, SC, TN, TX, VA, WI

Shane began his career as a financial advisor with Wells Fargo Advisors in 2007. During his time at Wells Fargo Advisors he obtained the Chartered Retirement Planning Counselor designation. In the spring of 2011, Shane moved his practice to UBS to join the CORE Wealth Management. In 2018, Shane was privilaged to be named a 2018 Forbes America's Top Next-Generation Wealth Advisor, and in April of 2020, Shane optained the Certified Financial Planner™ designation. Shane graduated from Lee University in 2005 with a Bachelors of Science in Christian Ministries.

Registered States:
AL, AR, CA, CO, FL, GA, IL, KY, MA, OK, PA, SC, TN, VA, WI

George Menham has been in the financial services industry for over 22 years. Through this time George has professionally served individuals, foundations and corporations, guiding them through a process with the goal of reaching a successful and sound financial plan. George also has the goal of providing a client experience that is unmatched in this community. George is married to his wife Maury and has four children – Hagan, Charlie, Maggie and Will.

Registered States:
AK, AL, AR, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, NC, OK, PA, SC, TN, TX, VA, WI

Registered States:
AL, GA, TN