FINANCIAL WORKS USA - Key Persons
Job Titles:
- Agent
- Chief Financial Officer
- Manager
Manager, Chief Financial Officer and Agent Daleen Anderson, Steve's lovely and amazing wife is responsible for handling the finances for our organization and is not only Steve's wife but his business partner that brings a woman's intuition to every decision we make in our
Job Titles:
- Independent Agent / Life and Annuities / Presenter
Garren Findlay, is a graduate of Snow College and Georgia Institute of Technology. Garren and his wife, Sacia (Steve Anderson's Daughter), own a successful real estate and property management business. Through his affiliation with Financial Works USA, his goal is to help people work towards a more secure and successful financial future. Garren and Sacia have four children.
Job Titles:
- Director of Technology
- Generation Agent
- Independent Agent / Director of Technology and Insurance Agent, Greg Allman Is Responsible for Help Designing and Preparing Client Presentations.
Director of Technology and Next Generation Agent Greg Allman is responsible designing and preparing client presentations and is a presenter himself at our seminars.
Having served in the Airforce Mississippi Air National Guard for the last 12 years Greg brings experience in carrying out complex strategies and has learned to work as part of a team. The Air Force core values "Integrity first, service before self, and excellence in all we do" are a commitment each Airman makes when joining the Airforce". These are the standards we hold ourselves to at Financial Works USA. Greg is married to his beautiful wife Stephanie and they have four daughters.
Job Titles:
- Executive Director of Client Experiences
- Executive Director of Client Services / Office Manager
Executive Director of Client Experiences Jan Myers is responsible for making sure that every time we interact with our clients, they have an unparalleled amazing experience. She is essentially the core foundation of our business and every
Jan is our Executive Director of Client Services and she is responsible for Organizing our Financial Seminars and appointments. She ensures the client experience is always smooth, simplified, and enjoyable.
Job Titles:
- Executive Director and Professional Retirement and Income Planning Specialist
John McNamara Executive Director and professional Retirement and Income Planning Specialist. John joined the Financial Works USA. LLC. team in 2015. He has proven to be a valuable asset to our clients and our company.
Job Titles:
- Executive Director / Independent Agent / Presenter
John is responsible for ensuring that every one of our clients has access to the information and resources they need to execute their financial plans. He educates clients on how to navigate their financial plans, documents, and is our local liaison between our clients and the carriers that we offer retirement solutions through. John enjoys presenting at our seminars which are designed to help educate people on the best strategies to achieve their individual financial needs.
John and his wife, Sherie our Administrative Assistant, are high school sweethearts they enjoy spending time with their two sons, and their wives. They also enjoy serving in the community through their church, and various other organizations.
Mike is an independent broker for life and annuities, specializing in retirement products that help his clients reach their financial goals safely and securely.
Mike is a Financial Seminar Presenter, and an Independent Agent for Life and Annuities, specializing in Retirement products that help his clients reach their financial goals. He provides expert product knowledge, delivering trustworthy service, and developing long-term relationships are key commitments he makes to every client.
Mike began his financial planning career in 1991 and joined Financial Works USA in 2012. His primary focus includes strategies that help clients to preserve their wealth and assets, as well as increase their retirement income.
Mike and his wife, Sandy, enjoy spending time with their five children and nine grandchildren. Mike is a former award-winning "Elvis Tribute Artist" who now volunteers his talents for the American Cancer Society, Relay for Life, churches, and Veteran's home events. He also enjoys hunting, fishing, and vacationing with the family.
Sherie Mcnamara is responsible for addressing client needs such as scheduling meetings, servicing accounts, and preparing documents for clients. Sherie ensures that all clients are consistently communicated with in a timely manner.
Sherie and her husband, John our Executive Director, are high school sweethearts they enjoy spending time with their two sons, and their wives. They also enjoy serving in the community through their church, and various other organizations.
Steve is Founder and Principal of Financial Works USA, LLC. He is a licensed Financial Fiduciary with over 39 years of experience in the financial services industry, where he has helped thousands of people accumulate wealth on their way...
Steve is Founder and Principal of Financial Works USA, LLC. He is a licensed Financial Fiduciary with over 39 years of experience in the financial services industry, where he strives to help people accumulate wealth on their way to achieving their retirement goals. Steve enjoys working with retirees and devotes much of his time to presenting seminars on Money Matters to retirement-focused organizations, including AARP, churches, educational workshops, and seminars. In addition, he educates top financial advisors throughout Mississippi on topics such as "Tax Planning Strategies," "The Powerful IRA Stretch Plan," and "Taxation Reduction on Social Security and Retirement Income."
Steve is a Master Elite Advisor with Ed Slott, a nationally recognized IRA-distribution expert named "The Best Source for IRA Advice" by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. Steve is currently the only "Ed Slott Master Elite Advisor" in the State of Mississippi. Ed Slott is a frequent contributor in the media sharing his industry expertise on shows such as, CNN, Fox News, PBS, and many more. Steve is also an Investment Advisor Representative with Virtue Capital Management.
Steve is married to Daleen, our company manager, and they have eight children and 25 grandchildren.
Job Titles:
- Director of Investment Client Services / Investment Advisor Representative / Independent Agent / Life and Medicare Supplements
Steven Allman is responsible for building and maintaining investment client portfolios through our Investment advisory services. Steven manages and educates our clients on market investments, annuities and investment grade numismatic coins.
Steven graduated from Mississippi College with an accounting degree and is responsible for the accounting operations of our firm. Being an Investment Advisor Representative Steven is a Series 65 licensed fiduciary that is responsible for the compliance operations for our firm as well as helping to shape client investment portfolios.
Steven also is currently serving as a Non-commissioned officer in the MS Army National Guard and has been in service for over 10 years. Steven is married to his beautiful wife Sarah Allman and they have 5 kids.
Job Titles:
- Financial Advisor
- Independent Agent
Tammy attended the University of Southern Mississippi and has been in the insurance and financial industry since 2004. She started her career with State Farm and later served at New York Life, where she worked in management and helped establish the Mississippi office. Tammy then advanced her career by working and focusing on retirement planning with Financial Works USA.
Tammy enjoys presenting seminars for our team while helping her friends and clients find the optimal avenue to achieve their individual financial needs. As a Life Underwriter Training Council Fellow (LUTCF), she is trained to help clients with diverse financial needs.