Additional Designations and Licenses: CPA, PFS, MSFP, CLU®, ChFC®, AAMS®, CASL®, CRPC®, AWMA®, CRPS®, CMFC®, Series 7, Series 24, Series 63, and Life, Accident and Health License
Education: Masters of Science in Financial Planning with a concentration in Wealth Management.
Bachelors of Business Administration with a Concentration in Accounting.
With over five decades of experience in public accounting, corporate finance, and private wealth management, Stephen brings deep technical knowledge—and even deeper perspective—to every client relationship.
Clients rely on his expertise in tax-smart planning, income distribution strategies, and charitable giving, especially during major transitions like retirement or business succession.
Stephen’s approach is built on clarity and care. He believes financial planning should feel empowering, not overwhelming—and takes pride in helping families understand their options and make confident decisions.
Outside of work, Stephen enjoys traveling, boating, and classic cars—and finds joy in the simple things, like time with his children and grandchildren.