Steven Agee

Bio

Steven began his career in financial services in 2014. As a financial advisor, he takes a comprehensive approach to help businesses, families and individuals with investments, insurance, risk management and estate planning.

Leveraging his personal expertise and a wide range of resources, Steven customizes financial solutions to meet his clients’ specific needs. He is dedicated to exceeding client expectations by providing exceptional customer service and tailored advice that matches their unique financial goals.

Steven entered the financial services arena after earning his bachelor's and master’s degrees in business administration at James Madison University. His motivation for working in financial planning came from the passing of his father and helping the family plan for their current situation and future needs.

A native of the Roanoke, Virginia area, Steven is a family man who is active in his church. He serves on the board of the regional Fellowship of Christian Athletes (FCA) for Southwest Virginia, and helped start Buffalo Christian Academy, a K-12 school, in Floyd, Virginia.

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