601-605-1991

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Our Team

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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Steve Anderson

President and CEO, Investment Advisor Representative, Licensed Fiduciary.

Steve is the Founder and Principal of Financial Works USA, LLC. He is a licensed Financial Fiduciary, Investment Advisor Representative with Beacon Capital Distributors Inc., and former Corporate Accountant.  He has 40-plus years of experience in the Financial Services Industry.

Steve strives to help people accumulate wealth to achieve their retirement goals. Steve enjoys working with retirees and devotes much of his time to Retirement Seminars and educating the public. In addition, he educates Top Financial Advisors throughout Mississippi on topics such as “Tax Planning Strategies,” “The Powerful IRA Stretch Plan,” and “Taxation Reduction on Social Security and Retirement Income.”

Steve is married to Daleen, our Chief Financial Officer, and they have eight children and 24 grandchildren and 2 great grandchild. Steve grew up in Natchez MS and is a 6th generation Mississippian (family heritage from Jones County, MS).  He moved to Jackson MS in 1973 to attend business college. Daleen and Steve currently live in Madison Mississippi.

Mike Russell

Senior Vice President, Seminar Presenter/Independent Agent

Mike began his retirement and income planning career in 1991 and joined Financial Works USA in 2012.

Mike is committed to providing expert product knowledge and delivering trustworthy service while developing long term relationships with each client. Mike is Financial Works USA’s top sales producer. His strategies will help you grow your accounts in the wealth accumulation phase and protect your accounts in the wealth preservation phase.

Mike and his associate Todd Ramos have worked together for over 30 years. They are primarily focused on helping clients develop plans that will allow them to see their retirement dreams come true. They travel throughout Mississippi, Alabama and Louisiana in order to present retirement and income planning seminars. They are available to meet with you at no cost or obligation on an individual basis to determine your specific needs.

Just as a second opinion is often valuable in the healthcare industry, this can also hold true in retirement planning.

Mike has an office in Hattiesburg, Ms. and Columbus, Ms. Financial Works USA Corporate Office is in Ridgeland, Ms.

Mike and his wife Sandy enjoy spending time with their 5 kids and 8 grandkids.

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. He has proven to be a valuable asset to our clients and our company.  

John is responsible for ensuring that every one of our clients has access to the information and resources they need to execute their financial plans. He educates clients on how to navigate their financial plans, documents, and is our local liaison between our clients and the carriers that we offer retirement solutions through. John enjoys presenting at our seminars which are designed to help educate people on the best strategies to achieve their individual financial needs.

 John and his wife, Sherie our Administrative Assistant, are high school sweethearts they enjoy spending time with their two sons, and their wives. They also enjoy serving in the community through their church, and various other organizations.

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, annuities and investment-grade numismatic coins.

Steven graduated from Mississippi College with an Accounting Degree and is responsible for the accounting operations of our firm. Being an Investment Advisor Representative Steven is a Series 65 Licensed Fiduciary that is responsible for the compliance operations for our firm as well as helping to shape client investment portfolios.

Steven also is currently serving as a Non-commissioned officer in the Army National Guard and has been in service for over 15 years. Steven is married to Sarah Allman and they have 5 kids.

Daleen Anderson

Co-owner / Chief Financial Officer / Agent

Co-Owner, Chief Financial Officer, and Agent Daleen Anderson, Steve’s wife, is responsible for helping build the business and managing the finances for our organization.

Daleen has worked alongside Steve in building Financial Works USA for over 36 years. Throughout this time, she has played an important role in bookkeeping, selling, developing presentations, assisting clients with Steve, and helping manage the many responsibilities of running a successful family and business together.

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, he is committed to helping clients protect the wealth they’ve worked so hard to build while creating reliable income strategies for retirement. As a former federal employee, Todd brings firsthand knowledge and experience with the
Federal Thrift Savings Plan (TSP). Having personally participated in the TSP, he
understands the unique retirement challenges and opportunities faced by federal employees and is well-equipped to help them evaluate their retirement options. 

Todd specializes in retirement income planning, 401(k) and TSP rollovers, IRA strategies, and protecting retirement savings from unnecessary market risk. He believes every client deserves a personalized retirement strategy designed to provide confidence, financial security, and peace of mind throughout retirement. His goal is simple: to educate clients, simplify complex financial decisions, and help them retire with confidence, knowing they have a plan tailored to their unique needs and goals.
Todd and his wife Shannon enjoy spending time with their two daughters and five grandchildren.

Sherie McNamara

Administrative Assistant

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.

Sherie and her husband, John our Executive Director, are high school sweethearts they enjoy spending time with their two sons, and their wives. They also enjoy serving in the community through their church, and various other organizations.

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. Through his affiliation with Financial Works USA, his goal is to help people work towards a more secure and successful financial future. Garren and Sacia have five children.

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 establish the Mississippi office. Tammy then advanced her career by working and focusing on retirement planning with Financial Works USA.

Tammy enjoys presenting seminars for our team while helping her friends and clients find the optimal avenue to achieve their individual financial needs. As a Life Underwriter Training Council Fellow (LUTCF), she is trained to help clients with diverse financial needs.

Greg Allman

Independent Agent

Director of Technology and an Insurance Agent, Greg Allman is responsible for implementing and managing the ever-changing technological advancements to ensure Financial Works USA remains fully and securely connected to its clients, has the tools to safeguard their personal information, and remains committed to world class customer service. 

Having served in the Air Force/ Mississippi Air National Guard for over 13 years (2010-2023) Greg brings leadership experience in carrying out challenging complex tasks and completing the mission with honor. The Air Force core values “Integrity first, service before self, and excellence in all we do” are a commitment each Airman avowal when joining the Air Force”. These are the standards we hold ourselves to at Financial Works USA.

Greg is married to his beautiful wife Stephanie and they are blessed to have four daughters and a son. They live in Gluckstadt, MS. Greg served on an Operations (ops) Team (172d Contingency Response Flight, CRF) in the Air Force for more than 10 years. He remains close to the military community but has chosen to primarily focus on his family’s growing needs and his Career. 

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, technical support and IT development.  Steve and Daleen love working with their sons in the business and it’s also helpful for the clients in the future.