Team

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...

Manager, Chief Financial Officer and Agent Daleen, Steve's lovely and amazing wife is responsible for handling the finances for our organization

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

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.  

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.

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

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.

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...

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...

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