Stephen graduated from The University of Alabama with a B.A. in finance, a minor in economics and a specialization in Commercial Real Estate. After graduating from Alabama, Stephen spent five years as a commercial banker with Iberia Bank in Birmingham providing custom banking solutions to local businesses and business owners.
As a CERTIFIED FINANCIAL PLANNER™ professional, Stephen has voluntarily taken the extra steps to work towards providing the highest possible standard of service to all of his clients. Stephen provides a holistic, client-focused approach to financial planning, ensuring that each plan is focused to meet specific needs. He works closely with clients to develop customized financial strategies that incorporate financial management, retirement planning, asset allocation, college planning, estate/succession planning, debt management, and insurance. His goal is to not only meet clients’ expectations, but to exceed their expectations for service, responsiveness and the ability to provide a truly unique investment experience. Stephen is driven by the opportunity to help those he serves work toward financial confidence by helping them achieve both their short and long term goals.
Active in his community, Stephen volunteers his time as a youth coach for football. Stephen is also active in several nonprofit organizations, including currently serving as Chairman of Knock Knock Children’s Museum Junior Board along with serving as a current board member of Baton Rouge Area Kids Fore Golf Foundation and the LSU Museum of Art. Stephen and his wife, Casey, are active parishioners of St. Aloysius Catholic Church.
Stephen resides in Baton Rouge with his wife, Casey and their children, Luke & Jack. In his free time, you will often find him occupied with golf or in the outdoors spending time with his wife, his children and their dog, Foster.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.