General Info

As a senior financial advisor with nearly 40 years of experience, Stephen understands that careful listening is key to unlocking the right solutions for your specific situation. Whether you want to ensure your family is financially protected or provide for a secure retirement, he’ll customize a plan that addresses your needs. Stephen strives to form a partnership with you and understand your unique investment and insurance goals — no matter where you fall on the financial spectrum. His down-to-earth, trust-based approach always puts your needs first.