Stephen focuses on managing assets and building investment portfolios that align with each client’s individual goals, situation and risk tolerance. He holds Series 7 and 66 securities licenses.

His goal is to provide opportunities for individuals and business owners to accomplish their financial objectives by approaching each situation in a holistic manner.

As an Accredited Asset Management Specialist^SM, Stephen has specialized knowledge of investments, insurance, tax, retirement, and estate planning issues. He adheres to standards of professional conduct and is committed to continuing industry education.

He is a member of the LSU Alumni Association and a supporter of LSU football, baseball and academics. He also serves as President of the Crescent City Tigers – LSU Alumni Association New Orleans Chapter.

Stephen was raised and lives in New Orleans. In his free time, he enjoys soccer, traveling, skiing and spending time outdoors.