Inspired by his father’s work in the industry and a genuine desire to assist others, Stephen has built his experience in financial service for 40 years. He has helped numerous individuals seeking retirement planning and financial guidance at all ages and in many professions. He excels in tax-advantaged strategies and has extensive product knowledge, while staying up to date on market trends.

Beyond work, Stephen cherishes spending time with his family. He and Victoria, his wife of 39 years, raised six children and now enjoy life as the grandparents of five. When not managing businesses or coaching youth sports, Stephen enjoys working out and playing softball.