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Steve Anderson

President and CEO, Investment Advisor Representative, Licensed Fiduciary.

Steve is Founder and Principal of Financial Works USA, LLC. He is a licensed Financial Fiduciary with over 40 years of experience in the financial services industry.

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Mike Russell

Senior Vice President, Seminar Presenter/Independent Agent

Mike is an independent broker for life and annuities, specializing in retirement products that help his clients reach their financial goals safely and securely.

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John McNamara

Executive Director / Independent Agent / Presenter

John McNamara Executive Director and professional Retirement and Income Planning Specialist. John joined the Financial Works USA. LLC. team in 2015.

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Steven Allman

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.

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Daleen Anderson

Co-owner / Chief Financial Officer / Agent

Daleen has worked with Steve in building Financial Works USA for over 36 years. She has been involved in bookkeeping, selling, developing presentations, helping clients alongside Steve, and managing the many responsibilities of building a business and raising a large family together.

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Todd Ramos

Independent Agent, Retirement Planner for Annuities and Life

Todd has been helping individuals and families prepare for retirement since 1998. With

more than 25 years of experience in retirement planning.

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Sherie McNamara

Administrative Assistant

Sherie McNamara is responsible for addressing client needs such as scheduling meetings, servicing accounts, and preparing documents for clients.

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Garren Findlay

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.

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Tammy Byrd

Independent Agent, Investment Advisor Representative, Licensed Fiduciary.

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…

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Greg Allman

Independent Agent

Director of Technology and Next Generation Agent Greg Allman is responsible designing and preparing client presentations and is a presenter himself at our seminars.

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Jacob Anderson

Independent Agent, IT Specialist and Client Relations

Jacob is the youngest son of Steve and Daleen Anderson.  He has been licensed in the insurance business for 9 years.  Jacob works with clients, helps with illustrations.

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