Steve Scherrey

Senior Managing Partner

As a Financial Advisor for 29 years, Steve Scherrey has operated with the principles of the Golden Rule and putting clients first. His core focus is to work with wealthy families and business owners to grow and preserve their wealth. This includes asset management, trusts, retirement planning, tax-free investing, and stocks and bonds. His mission remains to build reliability with his clients, their families, and their other professional advisors.

Steve obtained a Bachelor of Science Business Administration degree, with an emphasis in Marketing, from Lyon College in 1995. He also played basketball as a scholarship athlete, including being a two-time All-Conference player. As a senior, Steve received the Dick Winningham award presented to an outstanding male athlete. During his senior year, he was asked to teach an investment class to freshman students, which sparked his passion for the investment business.

Steve has been married to Angel Miller Scherrey for more than 30 years. They have three sons, Nick, John Michael and Phillip. Coaching his boys was a big passion, and he enjoyed many years with Conway YBMA baseball, Optimist Football, Conway Christian Junior High Baseball and many more. Steve serves on the Centennial Valley Homeowners’ Association Board, and he is a member of St. Joseph Catholic Church.

The fun stuff

Favorite quote:

"Some of it’s magic, some of it’s tragic, but I had a good life all the way." -Jimmy Buffet

Best personal advice he's received:

Golden Rule……From my Father

If he could meet anyone from the past or present:

Jesus

Favorite book:

The Hobbit

Something you may not know:

I love to play Zelda on my Nintendo Switch

Faith Ann's fan club at the State golf tournament.Steve and family 1
Family enjoying Piano ConcertSteve and family 2
Ann & Faith Ann enjoying a boat rideSteve and family 3
Meet the Team