Find Top Financial Advisors in Bowling Green, Kentucky

After a 32-year executive career at UPS, Steve retired as Vice President of Solutions & Implementations in 2017. For this career, he was able to hone his skills in executive coaching and accountability, as well as financial management and emotional intelligence. Subsequently, Steve leveraged his passion for personal finance to help individuals and families through financial coaching. He completed Crown Financial Ministry's Financial Coach's Program and Dave Ramsey's Financial Coach Master Training and was a Ramsey Preferred Financial Coach before joining GMA.

Steve began working with Gilliam Mease Advisors in 2021 and is committed to supporting his clients by delivering personal, strategic, and holistic advice. He maintains the FINRA Series 7 General Securities Representative license, the NASAA Series 66 securities license, life and health insurance licenses, and the Behavioral Financial Advice (BFA^™) designation.

Steve and his wife Glenda have one daughter, a wonderful son-in-law, and a beautiful granddaughter, they attend New Circle Church and live in Lexington, KY.

I am dedicated to being accessible to clients across Kentucky. My weekly schedule is structured to best serve you:

Tuesdays: In-person at our Louisville office

Wednesdays: In-person in Lexington

Monday thru Friday: Available for virtual meetings via Zoom

Please reach out to schedule a time that works best for you

Clarity Leads to Confidence. In a world full of financial complexity and constant change, knowledge isn't just power it's peace of mind. When retirement is on the horizon, making thoughtful, informed decisions becomes essential. The choices you make today can shape your future in profound ways, and avoiding costly missteps starts with having the right guidance.

As financial professionals, we're here to help you navigate that journey. We take the time to understand your unique story,your goals, your values, your risk tolerance, and your timeline. From there, we design retirement strategies that balance growth with protection, helping you move forward with clarity and confidence.

Today's economic environment presents both challenges and opportunities. Our role is to help you evaluate those opportunities through a lens that's grounded in your personal goals, not market noise. Together, we build a financial foundation that supports the life you want to live-now and in the future.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Reliant Wealth Planning is a premier retirement and estate planning firm, combined with personalized portfolio management, with both decades of experience and deep technical expertise and training. Reliant's differentiating value is our focus on building comfort for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors: 1) Relationship 2) Expertise 3) Trust. We think the world of wealth management is divided between NOUN-focused or VERB-focused Advisors. Noun-focused Advisors have a product on the shelf to sell. VERB-focused Advisors, such as Reliant, rely on objective, disciplined processes to advise you as to what actions you should take to improve your ability to achieve your financial purpose.