Growing up, Stephen’s family never had a trusted financial advisor giving them the sound advice they needed. Looking back, he realizes how much of a difference a trusted financial advisor could have made in the lives of his family. Stephen has made it his goal to not only be that trusted advisor for his family but also for the individuals and families living within his community.

Listening first, Stephen strives to make a positive impact in the lives of others through prudent advice. By walking individuals and families through a comprehensive, individualized 10-Point Plan, he aims to help them accomplish their life goals.

Stephen is a CERTIFIED FINANCIAL PLANNER® professional. He graduated from Franklin College with a quadruple major in Finance, Economics, Marketing, and Management. While at Franklin, Stephen was a 4-year starter on the football team.

Originally from Fort Wayne, Stephen now calls Edgewood home. Stephen and his wife, Morgan, have a daughter, Maya, as well as two dogs, Lucy and Scout. From taking walks with Maya, Lucy, and Scout to exploring National Parks, Stephen and Morgan can often be found on a hiking trail. Stephen also enjoys playing golf during the summer and skiing during the winter.