Stephen helps clients turn financial goals into actionable plans. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, he brings a rare combination of comprehensive financial planning and in-depth tax expertise to retirement planning, income strategies, tax-efficient investing, education savings, and legacy planning.
Outside the office, Stephen’s most important role is husband to Danielle and father to his three children, Raegan, Laken, and Everett. A perspective that shapes how he approaches every client relationship. He knows financial planning isn’t really about money; it’s about protecting and providing for the people you love.