Stephen T. Herlihy, CFP®, CLU®, CHFC®
Steve is a Partner with Wellspring Associates where he capitalizes on over 20 years of experience implementing the Wealth Integration Process™ for affluent families, family offices and their advisors. His practice coordinates and provides clarity in numerous areas including estate, business succession and charitable planning. Steve is a Certified Financial Planner® and holds designations of Chartered Financial Consultant® and Chartered Life Underwriter® from the American College of Financial Services. Steve is active in the industry, currently serving on the board of the Atlanta Estate Planning Council. He is also a member of the Association for Advanced Life Underwriting and the Philanthropic Advisor Leadership Institute.
Steve obtained his Bachelor of Science in Industrial Management with two certificates in Psychology from the Georgia Institute of Technology. He went on to receive a Master of Business Administration from the University of South Carolina. Steve takes pride in having paid his college tuition and expenses for seven years by selling books door-to-door, graduating with two degrees, no debt and money in the bank to begin his career.
A proud Eagle Scout, Steve enjoys camping, gardening, coaching soccer, spending time with his wife, Ella, and their five children. Steve has a strong desire to instill a mindset of service and ministry in his children. He is a past board member of Blue Skies Ministries, an organization that helps families with the struggles of pediatric cancer. Steve and Ella enjoy hosting Bible studies and homeschooling their children, Massie, Mary Stuart, Tarpley, McGuire and Hynes.