The right moves for your financial future

Steve is the Senior Portfolio Manager for the Sorensen Moore Group.  He brings over three decades of experience in portfolio and investment management to the team, beginning his career in commercial banking with Bank of America in 1988 and then later joining Merrill Lynch in 1992. He has also earned the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards.

Through his resources at UBS, Steve employs a broad range of investment vehicles including equity securities and fixed income management, structured notes, private equity, private real estate investment trusts (REIT’s) and other alternative investments.  He thrives on developing portfolios for individual clients that not only help fulfill their goals, financially, but also work within their risk framework in terms of market fluctuations. 

Steve and his wife, Lea Ann have been married since 1989 and are “empty nesters” after raising four wonderful children.  They faithfully attend Grace Presbyterian Church (PCA) in downtown Spartanburg, SC.  They also enjoy hosting friends and family in their home, spending time at Fripp Island and tailgating at and attending Clemson football games. 

Steve and Lea Ann live on a small farm in Walnut Grove, right outside Spartanburg.  Whether he’s repairing fences or working on his tractor, never far from his side is his hound, Lucille Bernadette – Lucy for short! 

Laura is a planner through and through - the classic oldest daughter who shows up to a vacation with a folder full of every detail imaginable. She earned her CERTIFIED FINANCIAL PLANNER® designation in 2017 and feels fortunate to have a career where she spends her working hours helping individuals and families map out their financial futures, diving into the details to uncover strategies that support their desires. Whether it’s planning for retirement, giving generously or creating unforgettable family experiences, Laura feels a genuine excitement in coming alongside her clients as they work towards their goals.

As a Greenville native, Laura enjoys being active in the local community. She is a member of Greenville Women Giving and Greenville Professional Women’s Forum. In the past, she served on the board of Greenville Women Giving, the Greenville chapter of Accounting & Financial Women’s Alliance and The Rotary Club of Greenville. She was named one of Greenville Business Magazine’s Best & Brightest 35 and Under in 2018.

Outside of work, you’ll find Laura spending time with Andrew and raising their three young children, Eliza, Mallie and Patrick. She enjoys being active, whether it’s trying to keep up with her kids or working out with the early morning crew at Burn Bootcamp.  She also loves to bake and is always up for talking about the latest book she’s reading. She and Andrew are members at Grace Church Downtown where she serves on the worship team.

Virtually everyone who calls our team knows Valorie. Our clients love her, and she is an integral part of our practice. As a Senior Registered Client Service Associate, Valorie’s role is to help ensure the administrative needs associated with a client’s accounts are handled efficiently. Valorie loves her work and enjoys interacting with clients and delivering a high level of personal service. She assists clients and the advisor team in a variety of support functions, such as optimization of digital experiences, client communications, IRA Required Minimum Distribution Calculations and numerous operational procedures.

Valorie holds a Bachelor of Science degree in human services and resources. She began her work as a Client Associate in 2005 with legacy Citi Smith Barney and later transitioned to Wells Fargo Advisors in 2009 where she began working with Steve Sorensen and his clients. She now works with both Steve Sorensen and Laura Moore and the clients of the Sorensen Moore Group.

Valorie is married and she and her husband have two precious daughters who are full of joy and excitement. Her time away from work is spent outdoors, visiting family in Columbia, and participating in the community at the Taylors campus of Grace Church.

As the newest member of the Sorensen Moore Group, Andrew works as a Financial Advisor and also drives the group’s Business Development initiatives. He brings a unique background to the team having worked for a privately-owned business in Greenville, SC in sales and client management for nearly a decade before spending four years working in full-time ministry at Grace Church Downtown as the Director of Student Ministry.

Andrew is a “people person” – he never meets a stranger and is highly relational.  He has also proven to be a good listener, using information he learns to help solve challenges for clients. In addition to focusing on business development, he works alongside Steve Sorensen and Laura Moore to serve current clients and deepen those relationships. 

Outside of work, you can find him chasing his children Eliza, Mallie and Patrick around a playground or on an early morning run with his friends.  Andrew and Laura also serve and lead groups throughout the week at Grace Church Downtown.