Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them. He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service.
Bachelor of Science in Management – Eli Broad College of Business, Michigan State University
CERTIFIED FINANCIAL PLANNER™
Member, Hiawatha Sportman’s Club
Stephen’s Words to Live By
A problem shared is a problem cut in half.
Jurassic Park by Michael Crichton
Stephen enjoys reading and spending time with family. An outdoorsman, you may find him fishing, golfing, kayaking, hiking, skiing or riding (both motorcycles and bicycles).